diff --git a/landing/lenses/000010.json b/landing/lenses/000010.json index c827ac99153efe249629807f3ca2287c566e1668..eb8136b80683c9bb680a7486a047b1ec608c021f 100644 --- a/landing/lenses/000010.json +++ b/landing/lenses/000010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000020.json b/landing/lenses/000020.json index 5a8f7fa72e4f3448a26962ee4c23b8387357a398..fc01e2d2aff6aece02c183aa521b3fbf87718c26 100644 --- a/landing/lenses/000020.json +++ b/landing/lenses/000020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,15 +1061,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1510,88 +1510,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a0fc19807576", - "target": "000020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000030.json b/landing/lenses/000030.json index 5980775901ea60e3d57212f1b0636e3602d1ee9a..a2fbd01c48c522243d36d99bea914930242655c2 100644 --- a/landing/lenses/000030.json +++ b/landing/lenses/000030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000040.json b/landing/lenses/000040.json index c047bbb341f9a2a8501821e9581aab44e85650c8..3e2123e74b793efed006031c4baaa06e8adefae1 100644 --- a/landing/lenses/000040.json +++ b/landing/lenses/000040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -992,19 +992,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1025,8 +1025,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,17 +1071,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1144,13 +1144,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1159,7 +1159,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000050.json b/landing/lenses/000050.json index 6910c05017309d48618d9c247150ce728990e657..30ba2be3e78adf06c2f4a62141d0e48606953ca6 100644 --- a/landing/lenses/000050.json +++ b/landing/lenses/000050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000060.json b/landing/lenses/000060.json index cd821303bf3b3c25f34a169be253d8593c57424b..9278409eca189dc1bb95d6e3b9ad973d2613cb63 100644 --- a/landing/lenses/000060.json +++ b/landing/lenses/000060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -672,14 +672,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -794,10 +794,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -833,7 +833,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000070.json b/landing/lenses/000070.json index 6b2fd2dafbc86f31bbdf8d7366ffe3250be66ce9..42f238f3a58c85def15f8ff55ba70f783071c197 100644 --- a/landing/lenses/000070.json +++ b/landing/lenses/000070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -957,7 +957,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -977,8 +977,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000080.json b/landing/lenses/000080.json index a2bb6d37d2f4896063df4146bc4380592b62792c..6dd81ac4ce5e902ebc17082c2f258ff2cdc16785 100644 --- a/landing/lenses/000080.json +++ b/landing/lenses/000080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000100.json b/landing/lenses/000100.json index abe331a0b75ef41f3b6ef4c4fb41580914335e05..dd10f8f636fd5be287be4726a2d682351649ed6a 100644 --- a/landing/lenses/000100.json +++ b/landing/lenses/000100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:97852291d89f", + "target": "000100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000110.json b/landing/lenses/000110.json index 896c6208c1d939b13fb9dd7d198ee73a21e3a3a9..10b13164cb99dd7cfb6aa5d13fa5899ccbe6c8c1 100644 --- a/landing/lenses/000110.json +++ b/landing/lenses/000110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000120.json b/landing/lenses/000120.json index 0047e207933a70c65431db12713ac12e33738b87..67f6ca485335f77ed4422364a3f54003f9ca1d24 100644 --- a/landing/lenses/000120.json +++ b/landing/lenses/000120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,12 +1673,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ab1b41ed957f", + "target": "000120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.454 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000140.json b/landing/lenses/000140.json index c6ee45fe7d84f05b8a8dded88d7753aa310e38ff..51f97dec44d5a6d74e4cd0522678892a356bd23b 100644 --- a/landing/lenses/000140.json +++ b/landing/lenses/000140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -847,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000150.json b/landing/lenses/000150.json index f5d0876cfebd316fd8086ed1c4dfc60f397b15a3..4f57bef2509c37c02fe3572b5b844644575dec26 100644 --- a/landing/lenses/000150.json +++ b/landing/lenses/000150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000180.json b/landing/lenses/000180.json index ddd799ea6d2f5b3b47065de62124d84df8f747cf..1f77724a7f9a939f7ab217172f9c4ab0e83121f4 100644 --- a/landing/lenses/000180.json +++ b/landing/lenses/000180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0001A0.json b/landing/lenses/0001A0.json index c2cf95ebccdb3ff59019155e5e9404f5ec5061bb..d4c05d9759a69a430b18f619c124080e4505fb1d 100644 --- a/landing/lenses/0001A0.json +++ b/landing/lenses/0001A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000210.json b/landing/lenses/000210.json index 9c3f371ed2cc9e70e5bcc53f98e303b4747cdb63..ea1b61a2aca96064f9c226f8ad245bfadbaa92a4 100644 --- a/landing/lenses/000210.json +++ b/landing/lenses/000210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000220.json b/landing/lenses/000220.json index 829265b8b9c3b7aa3f4d90d82db91a6ed83766a8..a82023b62dafb5cca3c6295934f134bf650bcbc5 100644 --- a/landing/lenses/000220.json +++ b/landing/lenses/000220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000230.json b/landing/lenses/000230.json index 4ce2f6c61dfb1686d541d76ef9a98faf012c8fbb..601d833b7b8aba06a3856232558acef711257bd8 100644 --- a/landing/lenses/000230.json +++ b/landing/lenses/000230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.13%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,15 +1607,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000240.json b/landing/lenses/000240.json index 182a1a1245dbc454fd8de5ffba5e8143b6b8b266..82ea23887d613fb1ab1ec2d924f0f64dfb4c1cad 100644 --- a/landing/lenses/000240.json +++ b/landing/lenses/000240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,8 +1418,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000250.json b/landing/lenses/000250.json index d5b4535b6dfc968549dc38794c952bbc9e860ff5..ff33b80f4132a79cc2a3d2b57eecb484d3bb895a 100644 --- a/landing/lenses/000250.json +++ b/landing/lenses/000250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,8 +1465,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000270.json b/landing/lenses/000270.json index b6b81c2d2265eab5756ff232e657cc18684d486c..e52912f25c454b1ce2c9f0ac8a990e1dc4386f96 100644 --- a/landing/lenses/000270.json +++ b/landing/lenses/000270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,18 +610,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 5.60, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 6.60, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 5.6, + "score": 6.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.06, + "score": 7.06, "assumptions": { "scenarioStress": "moderate" } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000300.json b/landing/lenses/000300.json index 1fabf98d4bed68b45d8d3149d1b37b995f15041e..661dde6c6b68ed09377554af72b7c5a5f96309d3 100644 --- a/landing/lenses/000300.json +++ b/landing/lenses/000300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000320.json b/landing/lenses/000320.json index 364196d66b064aaebad63fb1247a0d2c08800a19..bd1d5355fd54e026cbe4f40337d24b3250cc5332 100644 --- a/landing/lenses/000320.json +++ b/landing/lenses/000320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000370.json b/landing/lenses/000370.json index 5ed5e92b8cf1e15f199ab22bc603c81f63b3f8ca..d90576a950617ea7fe9907c471a91c7361003c10 100644 --- a/landing/lenses/000370.json +++ b/landing/lenses/000370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -293,13 +293,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -481,14 +481,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -829,10 +829,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -847,10 +847,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -861,7 +861,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000390.json b/landing/lenses/000390.json index bced0d8fb15b7b18f7e22266a281bdf542300645..4fe41e69d9a76c768712329d2b5c0130003f925c 100644 --- a/landing/lenses/000390.json +++ b/landing/lenses/000390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000400.json b/landing/lenses/000400.json index bf07692ff7d88099a2e3d72884823d7129a8aab9..756c0dd3b944f4ebcf5598a9a6c05e33a1accca7 100644 --- a/landing/lenses/000400.json +++ b/landing/lenses/000400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000430.json b/landing/lenses/000430.json index 2e1354da6c3fcc6d2666621a01212fde692ed926..25f8f77f7d9eeaf4c12d4fa0810cbb9893d957cc 100644 --- a/landing/lenses/000430.json +++ b/landing/lenses/000430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1611,7 +1611,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1633,7 +1633,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1651,8 +1651,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/000440.json b/landing/lenses/000440.json index 44a91e513bb85a5d67c82eb1be33ff3b24d4198d..381f1c13182061a87e104049af06b3683b427b6d 100644 --- a/landing/lenses/000440.json +++ b/landing/lenses/000440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000480.json b/landing/lenses/000480.json index 4e790872be6df392b4c686ae642edf6f9c4f1723..8a13029785e7e4c3161b60d33b95537112925382 100644 --- a/landing/lenses/000480.json +++ b/landing/lenses/000480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000490.json b/landing/lenses/000490.json index e7678e7b1aa79a6b9387dceb22d2008fc6393233..9ac969f6e5476bdba183f1f043cb4f091233f646 100644 --- a/landing/lenses/000490.json +++ b/landing/lenses/000490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004V0.json b/landing/lenses/0004V0.json index 2425a1ba2a626d876f6799c7cedd48b807562fdd..dc7f782e09ac2910382b6b127499ac395f015607 100644 --- a/landing/lenses/0004V0.json +++ b/landing/lenses/0004V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0004Y0.json b/landing/lenses/0004Y0.json index 67406b4e7f58e10ab9a676f27a912bde68e18722..83852bfbddcc227d48d5dc09ac39f7e5264a2838 100644 --- a/landing/lenses/0004Y0.json +++ b/landing/lenses/0004Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000500.json b/landing/lenses/000500.json index be68ee2e99a67cb2395ea82e4734f056746f3b93..1fd79cf73650eca9841a5038aa8bab341c5bf33c 100644 --- a/landing/lenses/000500.json +++ b/landing/lenses/000500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1501,12 +1501,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e8d5279a1334", + "target": "000500", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000520.json b/landing/lenses/000520.json index 79c0b3dabb6d6da78971027f09658fc45471329c..c2e73a621ff069f2222540326b8ae3d5cc8a3cbd 100644 --- a/landing/lenses/000520.json +++ b/landing/lenses/000520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,88 +1558,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4d51f7e2cdb1", - "target": "000520", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000540.json b/landing/lenses/000540.json index 422e17272e70e6a2c2e6f074e0917b6cd430ac6b..07d6402515392f19e8b5d223d8801348675bab85 100644 --- a/landing/lenses/000540.json +++ b/landing/lenses/000540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000590.json b/landing/lenses/000590.json index ccc8991c74e27888922cde764afb0b68ecc08ab4..f04e7ca555f4a5053754e001c03272a65efdd0c8 100644 --- a/landing/lenses/000590.json +++ b/landing/lenses/000590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000640.json b/landing/lenses/000640.json index 39a652358dac9a1c140c5001079309fab6244a00..ff808129fbc52fa9f53cc8508cbfacb0ce962bae 100644 --- a/landing/lenses/000640.json +++ b/landing/lenses/000640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -545,7 +545,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1346,7 +1346,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1364,15 +1364,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000650.json b/landing/lenses/000650.json index bf6c6b6cd3fad9596eaf6ff1d96500cbdefe8600..113ff4cdc5ffae421333f782f5b2843e28cc1cee 100644 --- a/landing/lenses/000650.json +++ b/landing/lenses/000650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -997,8 +997,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,10 +1028,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000660.json b/landing/lenses/000660.json index c06f096d88fc203f59cb7eba6f217fb6ebb9c8f4..697c4554b61fb2a01136d8be2bf324128c60926a 100644 --- a/landing/lenses/000660.json +++ b/landing/lenses/000660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/000670.json b/landing/lenses/000670.json index 4e47f1d14025caf2d2870e01e52c0ad97687a738..6aac8a4f9019b4ce9682da2c1fdb8846fe1845c5 100644 --- a/landing/lenses/000670.json +++ b/landing/lenses/000670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000680.json b/landing/lenses/000680.json index f23cd4487f81cc62fe4e7a9611ac5c0d441878a1..f0b3919c45774da5357ab1be27f1a8266e14f6d8 100644 --- a/landing/lenses/000680.json +++ b/landing/lenses/000680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1672,7 +1672,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1694,7 +1694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1712,15 +1712,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/000700.json b/landing/lenses/000700.json index c870e8aa4cf5682faed521ffa2f10909a9f1310e..95a14c192eaed89051f94db559071f2f85734431 100644 --- a/landing/lenses/000700.json +++ b/landing/lenses/000700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000720.json b/landing/lenses/000720.json index 5f8f70ad7938485df2f9e46b850ae003d8176764..b8a7bb794ebd91a08a61d82d3a7cfaf5a5ba9f48 100644 --- a/landing/lenses/000720.json +++ b/landing/lenses/000720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000760.json b/landing/lenses/000760.json index 4e9903ab5570ffc8ee47216db19745a34ac49809..9adc0db794daf31243619ec04e660e1d7bab65b9 100644 --- a/landing/lenses/000760.json +++ b/landing/lenses/000760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007C0.json b/landing/lenses/0007C0.json index 2a0c597c735fd162efe9105ca9f70c7dbfe64e4b..3d64779cc809de4be73e63ffc6239cbf236f9fb2 100644 --- a/landing/lenses/0007C0.json +++ b/landing/lenses/0007C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0007J0.json b/landing/lenses/0007J0.json index 876f56969251c19d00578e039d51862c54b338d3..3ba0f3cd83544285964a41e05eaf77270e35eb6f 100644 --- a/landing/lenses/0007J0.json +++ b/landing/lenses/0007J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000800.json b/landing/lenses/000800.json index c77dc98fb348b8b95de801b0ad244710178af486..c98f84051df814e3789c2392ad16746d0ad1cf70 100644 --- a/landing/lenses/000800.json +++ b/landing/lenses/000800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1184,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000810.json b/landing/lenses/000810.json index 7a42a06a0d6681276eb691510d2b6cacba1f75a2..f1faa48d400ba590f3abb9311246a6265aabafac 100644 --- a/landing/lenses/000810.json +++ b/landing/lenses/000810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -670,15 +670,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -822,13 +822,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,88 +1138,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2ac341d41455", - "target": "000810", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.688 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000850.json b/landing/lenses/000850.json index dc1a599ce7aa1d75048c46c26cc5a97998b2c625..bb69b1670cbdd9ce575cb6696599d564fd6055d9 100644 --- a/landing/lenses/000850.json +++ b/landing/lenses/000850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000860.json b/landing/lenses/000860.json index d8d951a30e2d437e70336c68bcdafc9b84f767b3..7917d6a67f65bf2eac89a64a40274899928672c8 100644 --- a/landing/lenses/000860.json +++ b/landing/lenses/000860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000880.json b/landing/lenses/000880.json index bc99f043ca93d019c312faf72235f1405f76011d..c83fa75d9983dbd75e85a7b008104d5bd3c592cc 100644 --- a/landing/lenses/000880.json +++ b/landing/lenses/000880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.29%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000890.json b/landing/lenses/000890.json index 982cea1a258d5ef578c1ea3e6fb527661284e570..64ee4fc3a64a127e6c79481d939f199b9bd548cd 100644 --- a/landing/lenses/000890.json +++ b/landing/lenses/000890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0008Z0.json b/landing/lenses/0008Z0.json index 578b69724382abe3a088db390ffd4bd5558c94b5..826dbfe6bdb0fc441f112b8e9bedb56ffde059c5 100644 --- a/landing/lenses/0008Z0.json +++ b/landing/lenses/0008Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000910.json b/landing/lenses/000910.json index e6d82875777e8f062e585609d839f786bdee74cc..dcaf29a2a1deeb395f322fd5e9b84c55d861bce0 100644 --- a/landing/lenses/000910.json +++ b/landing/lenses/000910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1101,8 +1101,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,17 +1147,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,7 +1226,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1235,7 +1235,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,8 +1474,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/000950.json b/landing/lenses/000950.json index b423bd48adce86ea6e34df33c6503e7409e26cb1..03f2adcfac485e19a9449dfb09f9923eb9b81d9b 100644 --- a/landing/lenses/000950.json +++ b/landing/lenses/000950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000970.json b/landing/lenses/000970.json index 7ef9c5402795ce2a9077b8d49ca9f02613266463..fbbb3e2f50337318d6fa20622271d003ddf2312c 100644 --- a/landing/lenses/000970.json +++ b/landing/lenses/000970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/000990.json b/landing/lenses/000990.json index 15d60ae4de427f63a8a2aa4aadc47c0609ed04fe..e24f1eb8249cd0a54e6e2ec084a0782a87cd8621 100644 --- a/landing/lenses/000990.json +++ b/landing/lenses/000990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0009K0.json b/landing/lenses/0009K0.json index e02f2388a76e0368fd283bb52482572c2bce9806..bc07d8c7a206d17bfdb93bbc23b68f596c65b46c 100644 --- a/landing/lenses/0009K0.json +++ b/landing/lenses/0009K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001000.json b/landing/lenses/001000.json index a2c8a343fbab9bf622f0ad7386a19d9389efcfb5..7ff1c298b94835cac9b8bccc227af4081a6a6f00 100644 --- a/landing/lenses/001000.json +++ b/landing/lenses/001000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001020.json b/landing/lenses/001020.json index f287e4b0235242e5371ffbb1430d3f2ea4a49342..094993dcafa6f6294e2ca7f0c8c8ea32fc21976e 100644 --- a/landing/lenses/001020.json +++ b/landing/lenses/001020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001040.json b/landing/lenses/001040.json index a8f4dbfc3bbe49668b9816031bc2477f4ef48bc3..1a794b3637bae34bbef51b74b9de75d3f6e6b173 100644 --- a/landing/lenses/001040.json +++ b/landing/lenses/001040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 21.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 23.44, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 21.44, + "grade": "dCR-A", + "score": 23.44, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 22.34, + "score": 24.34, "assumptions": { "scenarioStress": "moderate" } @@ -837,11 +837,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 3, "reasons": [ @@ -919,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001060.json b/landing/lenses/001060.json index c948ce5291ebba53076495775a96d7f14f07cbaf..4afb2ef750c1f60903a1b3905186bbfcdadd8839 100644 --- a/landing/lenses/001060.json +++ b/landing/lenses/001060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001070.json b/landing/lenses/001070.json index a417a29f25a45628831d1bfca57a40d2a1582c64..9b08938c8e2f21657780cadba6d417098604f1c0 100644 --- a/landing/lenses/001070.json +++ b/landing/lenses/001070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001080.json b/landing/lenses/001080.json index fcafd1b48595a7efbe7b539404e9ca4fd16bdd22..bb2b894267028f6355f8d068f8cd6a828b9c1d6e 100644 --- a/landing/lenses/001080.json +++ b/landing/lenses/001080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,10 +1052,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,7 +1075,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1083,7 +1083,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010F0.json b/landing/lenses/0010F0.json index 7172d4ab3588b4e9e2c54c0c28d3f550861a9153..9ee4a2403964893717e8c7cc735d294e171d1461 100644 --- a/landing/lenses/0010F0.json +++ b/landing/lenses/0010F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -719,10 +719,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0010S0.json b/landing/lenses/0010S0.json index 24a2089a5b6770482bbcf0eb891eed3a782a40df..7de58c048e32f6efb1ed5aab852e557ed6515937 100644 --- a/landing/lenses/0010S0.json +++ b/landing/lenses/0010S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0010V0.json b/landing/lenses/0010V0.json index 8621457985e41fa4903607a31866d6dbab95399d..16c2affda50fb2ddf0fdb01522e869784ad2621b 100644 --- a/landing/lenses/0010V0.json +++ b/landing/lenses/0010V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001120.json b/landing/lenses/001120.json index e5f9671689fa2a1be819ad1d7a15206d426a2252..045167c583428219a44845b8f9dc941399a20b41 100644 --- a/landing/lenses/001120.json +++ b/landing/lenses/001120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001130.json b/landing/lenses/001130.json index 645e6a2eba82f3ee9f2dd26d6ce7e5807ee96a31..3e9fdab7c457a8e4ccc5458d755bcd30d2843eac 100644 --- a/landing/lenses/001130.json +++ b/landing/lenses/001130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001140.json b/landing/lenses/001140.json index 1d40125220531885dadd70409f4585369a85f379..a719612e7e1385abb93bc956c1db35ba0ba209b7 100644 --- a/landing/lenses/001140.json +++ b/landing/lenses/001140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,10 +1192,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1210,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011A0.json b/landing/lenses/0011A0.json index 46af0a811d2c802a6fefa6662302eac35715b265..a3e97de5b9a019cf2aaa79cf3feeef01d417d315 100644 --- a/landing/lenses/0011A0.json +++ b/landing/lenses/0011A0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0011T0.json b/landing/lenses/0011T0.json index 9b42e0bd456c5946c730b4375956be9ff3d69d78..c40124d25a05a927c21800d8e96af536e67dd27e 100644 --- a/landing/lenses/0011T0.json +++ b/landing/lenses/0011T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001200.json b/landing/lenses/001200.json index d94c57a66cdb2ffdd6f99a63074f694edd4a4c7f..ecc1059fef12b7c26b3c3d99933243d58eba8eb8 100644 --- a/landing/lenses/001200.json +++ b/landing/lenses/001200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1282,7 +1282,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1300,8 +1300,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001210.json b/landing/lenses/001210.json index 85e94e6b8be9b267dbc2c09a7d5e94813535891b..1c3a53ec660e29aa5d2f41cf494cb78a8bae45f5 100644 --- a/landing/lenses/001210.json +++ b/landing/lenses/001210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.64, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.63, + "score": 30.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.03, + "score": 31.83, "assumptions": { "scenarioStress": "moderate" } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,10 +1198,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,15 +1634,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/001230.json b/landing/lenses/001230.json index 095696de09c2569cf8691b39672f8f40058659e2..0baf17d8d411eb00c04459cbb59c8fae6de368c4 100644 --- a/landing/lenses/001230.json +++ b/landing/lenses/001230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001250.json b/landing/lenses/001250.json index 96306cb9640553849c6eba9aa7d8a5da80cc228a..2738cae6ab72471a70b51445a2c13a663c33acf4 100644 --- a/landing/lenses/001250.json +++ b/landing/lenses/001250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001260.json b/landing/lenses/001260.json index a11d8721cf11a8768700c94f6c1d25600178e2e5..407b09661bc01ca6f44fb233c6b1b2156e004117 100644 --- a/landing/lenses/001260.json +++ b/landing/lenses/001260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001270.json b/landing/lenses/001270.json index 45c6d23b36df9982692d34062cfa253aef3a4878..a528bda59bb5a3e15dcab72a4b6b4768ad05f6e1 100644 --- a/landing/lenses/001270.json +++ b/landing/lenses/001270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001290.json b/landing/lenses/001290.json index 217d975a6084b506189df96b306e4f4ce80288e3..6078c85beb085a77a95534c0e0591ccbae3bb719 100644 --- a/landing/lenses/001290.json +++ b/landing/lenses/001290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -351,13 +351,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -457,14 +457,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -584,10 +584,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -617,8 +617,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -630,7 +630,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -650,8 +650,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -708,7 +708,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -783,10 +783,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001340.json b/landing/lenses/001340.json index 1aa9143cc7f29ce71078fdb03225f390263fcd47..66043139cd41472c0a22abf820d25f66729910cf 100644 --- a/landing/lenses/001340.json +++ b/landing/lenses/001340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001360.json b/landing/lenses/001360.json index 1c5ef1a4cacdf9bbf54b3165a8d93e90111794b1..1556354633f17eadf3cf87e3583eda6d6e5daeb9 100644 --- a/landing/lenses/001360.json +++ b/landing/lenses/001360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9046.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9100.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1012,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1043,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1052,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001380.json b/landing/lenses/001380.json index aeb35a48509587ba9558a70857ae4e7aaf94ceff..8b8b350c14f92532d00e925d9944d78ab0a6e76e 100644 --- a/landing/lenses/001380.json +++ b/landing/lenses/001380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001390.json b/landing/lenses/001390.json index 96ce87491035b730345bc2276127f1579c306526..bcbde047c558e47803aead02b938ed2464112a12 100644 --- a/landing/lenses/001390.json +++ b/landing/lenses/001390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013V0.json b/landing/lenses/0013V0.json index ed8435c3a59a59502df0971a02be7a7dee7aa9d8..c9b28ddd25e1bc051306a3d20bc861945b7db73d 100644 --- a/landing/lenses/0013V0.json +++ b/landing/lenses/0013V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0013Y0.json b/landing/lenses/0013Y0.json index 24d8dcb04525c0bf231383f4741b10c978994a6c..cca62ebf8e6b5c00e6e1e5e7f1e0ed8af6263dbe 100644 --- a/landing/lenses/0013Y0.json +++ b/landing/lenses/0013Y0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001420.json b/landing/lenses/001420.json index 7e1009d75e37a08887f9134b74468b216d524b57..796c2ab6d45ef356532d46c3596e96f8039c5642 100644 --- a/landing/lenses/001420.json +++ b/landing/lenses/001420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001430.json b/landing/lenses/001430.json index 18e7c68a1e2ef16b1f1694310cfb91c0c703c038..7610d31b2046adb86a581ce7d6e41846d52442e8 100644 --- a/landing/lenses/001430.json +++ b/landing/lenses/001430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 20.62, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.85, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 20.62, + "score": 22.85, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 21.07, + "score": 23.32, "assumptions": { "scenarioStress": "moderate" } @@ -912,11 +912,11 @@ "캡티브금융 별도 D/EBITDA 0.0x (양호)", "지주사 별도 부채비율 12% (양호)", "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001440.json b/landing/lenses/001440.json index bac17a9bbee0fade3f80c7c9278f8f3e5669d32d..5b9bc571d0866925c42bde71331d43b96c6ad9b7 100644 --- a/landing/lenses/001440.json +++ b/landing/lenses/001440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.73, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 39.98, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.73, + "grade": "dCR-BB", + "score": 39.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.62, + "grade": "dCR-BB", + "score": 40.82, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001450.json b/landing/lenses/001450.json index f659cd8f130c26c78a96b0d8a5aa149891e0292c..c82665f8e3af38447fb77ce0c4bbcfa5e6f29513 100644 --- a/landing/lenses/001450.json +++ b/landing/lenses/001450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,15 +1125,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001460.json b/landing/lenses/001460.json index be18370368a2f6da01f0dbd39a4678cc775f5de0..bd0d384783b7d33cf2245b3602cd66bb52acda81 100644 --- a/landing/lenses/001460.json +++ b/landing/lenses/001460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001470.json b/landing/lenses/001470.json index 808f0a43eea0cb2ce39ae363bb6b77b70fc67d2a..e9c55a17d0f7065f02c1cbc6ebe9e51c2ae725ac 100644 --- a/landing/lenses/001470.json +++ b/landing/lenses/001470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-01", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-01", "period": "2025", "status": "derived", @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-01", "period": "2025", "status": "observed", @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001500.json b/landing/lenses/001500.json index 1f10fd1db96ce05561d59c4680f31c27d5f8980f..2f34213f679c69daeeea0d06c08fdb668c1f93d5 100644 --- a/landing/lenses/001500.json +++ b/landing/lenses/001500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -704,7 +704,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1139,7 +1139,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1157,15 +1157,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/001510.json b/landing/lenses/001510.json index 362b023f15322eefdc94907fe741adc44951854b..247589a17758222d46e5f5f8c58f28680e56f3cd 100644 --- a/landing/lenses/001510.json +++ b/landing/lenses/001510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -273,13 +273,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -461,14 +461,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -588,10 +588,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -634,7 +634,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -654,8 +654,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -676,8 +676,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -687,7 +687,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -712,7 +712,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001520.json b/landing/lenses/001520.json index 3bb0727fdd9a1e2489df71a9f99e93de4065113b..d9447bc51c2137f4d2688be6bdc6e67776304802 100644 --- a/landing/lenses/001520.json +++ b/landing/lenses/001520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 20.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001530.json b/landing/lenses/001530.json index 57ccfead31290234dd987f5d575fb870281cce8c..263c1a2ad4390977702aeca8dc30bdf027323a20 100644 --- a/landing/lenses/001530.json +++ b/landing/lenses/001530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001540.json b/landing/lenses/001540.json index 87e4b9ea40dcfca88e0ec1c97efa24cd0bebe193..37fad3dfad4c56f244be0d6d962ef6b514f508e1 100644 --- a/landing/lenses/001540.json +++ b/landing/lenses/001540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001550.json b/landing/lenses/001550.json index b2b926e2438c331dc4bcb3a2d40e677030e6d6d2..c1c0c9b88d19009667e9cd500170e7a12778e42f 100644 --- a/landing/lenses/001550.json +++ b/landing/lenses/001550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001560.json b/landing/lenses/001560.json index 27f60685333b1df4f1247bb87ebd1180d9997f41..842f266abc1f99ca005fc37753c86f1abef4c1a6 100644 --- a/landing/lenses/001560.json +++ b/landing/lenses/001560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001570.json b/landing/lenses/001570.json index f1471bb2122c1e0af9032dfc34607d8e75e3921d..e59dcc191eff228f038c04be3de636cfd715198d 100644 --- a/landing/lenses/001570.json +++ b/landing/lenses/001570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015G0.json b/landing/lenses/0015G0.json index 6f925aa2ef65101044553cda1396c50433196ccf..2802acea30a85cafdf02f07de697f9f8d42c8f71 100644 --- a/landing/lenses/0015G0.json +++ b/landing/lenses/0015G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015M0.json b/landing/lenses/0015M0.json index 3a4ccb557c94732b6218173144384ea217f454f1..bafe9cedbb10b978c13b4054b187b4e44f479bf3 100644 --- a/landing/lenses/0015M0.json +++ b/landing/lenses/0015M0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0015N0.json b/landing/lenses/0015N0.json index 2dcae45d3bc485a498da24646f2de9923d0fc5d3..b78a540970bd680e9a030909e5673ef4eed28d7a 100644 --- a/landing/lenses/0015N0.json +++ b/landing/lenses/0015N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -596,7 +596,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0015S0.json b/landing/lenses/0015S0.json index 8255e91159d62069cd72b0ca3dc8ae4ca93b12b3..5acf62c5fc05bb9182260c2b8115625edf43bf9d 100644 --- a/landing/lenses/0015S0.json +++ b/landing/lenses/0015S0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001620.json b/landing/lenses/001620.json index 3ee10c5fd60ff21749ddfa92500288456400035d..158fe7676e925aac8d4090a5b0dec541a89d0d01 100644 --- a/landing/lenses/001620.json +++ b/landing/lenses/001620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/001630.json b/landing/lenses/001630.json index 5bccff524c3544281e32f33bcabb92657ec54c6e..1e3178b7e3488ee50010a238c16e8abba62774e9 100644 --- a/landing/lenses/001630.json +++ b/landing/lenses/001630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 29.09, + "grade": "dCR-A-", + "score": 26.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 29.64, + "score": 27.39, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -913,7 +918,6 @@ }, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.50%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001680.json b/landing/lenses/001680.json index f6b332f8bf4f3a842963bbbd49710c4222aa0952..a374ec4cec87bef0ae982a7f747581ccfdcf83be 100644 --- a/landing/lenses/001680.json +++ b/landing/lenses/001680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001720.json b/landing/lenses/001720.json index 50c755b1e52754303e69ae54b04355ad0ebbdd33..dd090252789f3f90fa0fa1f5c1b19a34ff936304 100644 --- a/landing/lenses/001720.json +++ b/landing/lenses/001720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -803,10 +803,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001740.json b/landing/lenses/001740.json index 186ec457f5066fa0681d5e3ee4f67ec9b802b275..1dc6896d6f1ca31d80493a7138e9346156a128cb 100644 --- a/landing/lenses/001740.json +++ b/landing/lenses/001740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001750.json b/landing/lenses/001750.json index 0f69e0b02c2742dd68fddebf342b3aed6c683289..19943ffd1e47737267ef52412fe1cdc880eef270 100644 --- a/landing/lenses/001750.json +++ b/landing/lenses/001750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001770.json b/landing/lenses/001770.json index 419241e23f33b4b58483d4468e6f6cb11fb1362e..ccb2f6985e4d8dffaee194c71d787c0bf79627ac 100644 --- a/landing/lenses/001770.json +++ b/landing/lenses/001770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001780.json b/landing/lenses/001780.json index 2959abc8778c6380068a6e44bf4665b481ebfe78..52143268ad1ce4e68d56b68414880bf63719b867 100644 --- a/landing/lenses/001780.json +++ b/landing/lenses/001780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 38.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 42.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 38.9, + "grade": "dCR-BB", + "score": 42.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 39.58, + "grade": "dCR-BB", + "score": 43.6, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -915,6 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 12.48%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001790.json b/landing/lenses/001790.json index 2a4b4380fe1341159d4acd716c885e1996da1021..184c1bb0fcef7b97656bbb0551f7912f57f74e69 100644 --- a/landing/lenses/001790.json +++ b/landing/lenses/001790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0017J0.json b/landing/lenses/0017J0.json index 83febfa9856c725909ba39bea3a402c7d9a574a6..bc28ad837d42baca01f0fc4c8284d50d7d3a9978 100644 --- a/landing/lenses/0017J0.json +++ b/landing/lenses/0017J0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/001800.json b/landing/lenses/001800.json index ea3b41df2284e0f80228db77975ed4a44ff3c8f2..fbd80b01b4eed3670343004433193b8edce0cf03 100644 --- a/landing/lenses/001800.json +++ b/landing/lenses/001800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cee5a4e36e6", - "target": "001800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.509 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001810.json b/landing/lenses/001810.json index bc8de5e619bdecf20f4810cd5b3ec4b6521ae4a5..6e70b08657d4f75d0f0a77d05001b98415997f80 100644 --- a/landing/lenses/001810.json +++ b/landing/lenses/001810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001820.json b/landing/lenses/001820.json index f6df3b883350ff24af8702e0f8fff84ae9061c9f..48afe5fdb3b86d781dd01f0e484587fecddd22bd 100644 --- a/landing/lenses/001820.json +++ b/landing/lenses/001820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001840.json b/landing/lenses/001840.json index 012b94317e9fae09b0d4d2ba58b8ce0f5ac5e7cf..1cf655ea7eb0760af5bd8684b038441bad9a3606 100644 --- a/landing/lenses/001840.json +++ b/landing/lenses/001840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -1.0, + "score": -0.75, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": null, "status": "derived", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": null, "status": "observed", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -1.0 + "value": -0.75 } ], "evidence": [ @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001890.json b/landing/lenses/001890.json index a7fcbdbf5d7999fd08b949f0fa5237537247d17b..217325451b91caab7b06845fac61b05ebd33cb90 100644 --- a/landing/lenses/001890.json +++ b/landing/lenses/001890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/001940.json b/landing/lenses/001940.json index f172bf7c7563ca56375937077ae26731c53114e1..b3f724085c5ba35679701a3be8795fd9a88e9032 100644 --- a/landing/lenses/001940.json +++ b/landing/lenses/001940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.53%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:d1cb84cd6784", + "target": "001940", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/001970.json b/landing/lenses/001970.json index 4b178ffffe440f999c7f29219bfa170c75c56471..6a533eeeeb563185d1b7a8e950acbe100145091a 100644 --- a/landing/lenses/001970.json +++ b/landing/lenses/001970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -591,10 +591,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -610,10 +610,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -637,10 +637,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -655,10 +655,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -669,7 +669,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -677,7 +677,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002020.json b/landing/lenses/002020.json index 5bea70b218d06f33296297e6b39794bf6f840ba6..d5d65f37c90127f21da3729aab6e2e6518a94e64 100644 --- a/landing/lenses/002020.json +++ b/landing/lenses/002020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002030.json b/landing/lenses/002030.json index 3967399cedfbc94315e1140ef74c6d8da8e0f02b..85b7810eeae74525d3bec0b0a4e27202ab02c0f6 100644 --- a/landing/lenses/002030.json +++ b/landing/lenses/002030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002070.json b/landing/lenses/002070.json index fecf021d0a5e3daa765898bc6d520a1b041c319e..70d688591b4990b8ccb3af5b2b6f55d4a38cbc8e 100644 --- a/landing/lenses/002070.json +++ b/landing/lenses/002070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 106.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 102.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002100.json b/landing/lenses/002100.json index 768f9248328689d93ad966f7e1b06cec7b3ad23f..1ae1393544f090793c7a19e3d2df41838ee7bd29 100644 --- a/landing/lenses/002100.json +++ b/landing/lenses/002100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002140.json b/landing/lenses/002140.json index 0bc914074f655176d58bc230ee0e522ad8c77e4c..9a090829532ae4e7f82fa3353fd01b56aa6fb858 100644 --- a/landing/lenses/002140.json +++ b/landing/lenses/002140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002150.json b/landing/lenses/002150.json index d9580b3329b796f30d411d4fe5e076718b1ff9bc..506db6f957506280bac25fc79c70c0e0861e1b1e 100644 --- a/landing/lenses/002150.json +++ b/landing/lenses/002150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:476516bc6f8c", + "target": "002150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002170.json b/landing/lenses/002170.json index d535027980c7e9ad769ae88ab5072dc6fab75a84..c8018f232f7db60964131da25bdda0fd846f319f 100644 --- a/landing/lenses/002170.json +++ b/landing/lenses/002170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002200.json b/landing/lenses/002200.json index db00fe61658dcbd1541f2706a6ad549f43f8aabe..0671cec653b4638a74c7c031a5e5c17483e40585 100644 --- a/landing/lenses/002200.json +++ b/landing/lenses/002200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002210.json b/landing/lenses/002210.json index 34f054369663b38f98162106b82418b6e623540f..8ea3c5914f442192c0fddfd1cfbaacd76a18881f 100644 --- a/landing/lenses/002210.json +++ b/landing/lenses/002210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002220.json b/landing/lenses/002220.json index 2d3f380d754df8637c797036f8f62393f09a2971..5aa0e8206a62e3976b751b230b8c094fbb7e70e5 100644 --- a/landing/lenses/002220.json +++ b/landing/lenses/002220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002230.json b/landing/lenses/002230.json index 3f9c784328071871de2e8d8aa06ab7791e845694..4b911b58e090b18170bff91558d3f1174a29962f 100644 --- a/landing/lenses/002230.json +++ b/landing/lenses/002230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1601,7 +1601,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1623,7 +1623,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1641,8 +1641,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002240.json b/landing/lenses/002240.json index 9c8451b237386be69860f89bc3a91e528e8025fb..178c929392185e10d7c77765f07aabdff15e3c5a 100644 --- a/landing/lenses/002240.json +++ b/landing/lenses/002240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002290.json b/landing/lenses/002290.json index 1220ccce427ac5737531c938bcebc9bb2f0a855a..120cde6a5b68a3633cbea05aa260b147c8bb7075 100644 --- a/landing/lenses/002290.json +++ b/landing/lenses/002290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002310.json b/landing/lenses/002310.json index dc6b5e9a9800da9a0f51e33550e9e92fe5564f38..f60bafe620ee4cd13519d11b8861c9325f44d6d8 100644 --- a/landing/lenses/002310.json +++ b/landing/lenses/002310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002320.json b/landing/lenses/002320.json index 5b72612d336d7f4e49f168b743a890e5365be03b..20d22e1abecfebdc0bc4c3f293556d207d377cc9 100644 --- a/landing/lenses/002320.json +++ b/landing/lenses/002320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,13 +1214,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002350.json b/landing/lenses/002350.json index 230005b7c8edf2ef0c4500d6a9bca0f7341dec78..05eca77320078d8d42dc168ba960992464b3e665 100644 --- a/landing/lenses/002350.json +++ b/landing/lenses/002350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002360.json b/landing/lenses/002360.json index 912f23356a74fab3eb01bb44cfb38e1aa846d283..46b831102b7893209844c1e44c5ab4adfc606893 100644 --- a/landing/lenses/002360.json +++ b/landing/lenses/002360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002380.json b/landing/lenses/002380.json index cde304db705f215909fbfe0d2ee3349c092ab5d7..bcf083d5a17e3929785eb16e53a7f3a2fdcdd061 100644 --- a/landing/lenses/002380.json +++ b/landing/lenses/002380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,8 +1470,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002390.json b/landing/lenses/002390.json index cabf1c70cf51236173b3193319c43d4012b60465..7af440d68a66c4e43ae511cb1996686b8114b819 100644 --- a/landing/lenses/002390.json +++ b/landing/lenses/002390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 90.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002410.json b/landing/lenses/002410.json index e6276aa2874a7c28e725400883ad1abf058446e9..cdb278b533863df62b7b7d43784b8f15f46af549 100644 --- a/landing/lenses/002410.json +++ b/landing/lenses/002410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002420.json b/landing/lenses/002420.json index 29c128beb5b4fed372bdb878bfaca5f61f053b67..6c5f8e2c5540977c5055421d76cc15417da04bc6 100644 --- a/landing/lenses/002420.json +++ b/landing/lenses/002420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002450.json b/landing/lenses/002450.json index 83eb8dade018e89c6f0106a36878eaa7ad912007..cd72113d37840935818ec63adb1fc5cfc58f3eba 100644 --- a/landing/lenses/002450.json +++ b/landing/lenses/002450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002460.json b/landing/lenses/002460.json index b7e63cef635fa1aec8f8e56c2794356640431acd..50e8bb2d6ad4290045055bebac03ed1fe9ca4c74 100644 --- a/landing/lenses/002460.json +++ b/landing/lenses/002460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002550.json b/landing/lenses/002550.json index 789e8837fae843ebbb22608ecd20d360ac6401cc..5c26628cd0c58c02e6ebecea1d0f1ee848e1a34e 100644 --- a/landing/lenses/002550.json +++ b/landing/lenses/002550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002600.json b/landing/lenses/002600.json index 79f5bccf5b0e25218a2539addf4f0e823f57b32b..f6d9795cc8d1b2b443846cbaddf5bf597e7300d2 100644 --- a/landing/lenses/002600.json +++ b/landing/lenses/002600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002620.json b/landing/lenses/002620.json index 8235a486ba8b9c6db086bcb557fa7f3cd51ce20a..d3f2a109a13a932934112c430cf459ffafefe610 100644 --- a/landing/lenses/002620.json +++ b/landing/lenses/002620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 29.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 29.5, + "score": 31.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 30.16, + "grade": "dCR-BBB", + "score": 32.41, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,6 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1290,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1566,7 +1572,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1588,7 +1594,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1606,15 +1612,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/002630.json b/landing/lenses/002630.json index 0e256b2e7fd898f8437e51d7a6969c5e6cee4c5b..1e2eb84f536f3f337ce73ad2727bab3fb2fd0456 100644 --- a/landing/lenses/002630.json +++ b/landing/lenses/002630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002670.json b/landing/lenses/002670.json index b74732b383d1ad2d5ab656c8ed433e317022576e..8e117732e38f7785a340dff6e52c8224dfb06127 100644 --- a/landing/lenses/002670.json +++ b/landing/lenses/002670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/002680.json b/landing/lenses/002680.json index 0d69e9eeff71ab7dccc492f7dbd2b70e8bbf263b..7939e87a39013a657a4bf3ec2e749aa462dd7ee7 100644 --- a/landing/lenses/002680.json +++ b/landing/lenses/002680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1699.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1395.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002690.json b/landing/lenses/002690.json index e8d30de7f11e4deffea02e09823a756664ab5a7c..d8846e5a4ca747bb75bf15537bf94e2f43ea7fa7 100644 --- a/landing/lenses/002690.json +++ b/landing/lenses/002690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002700.json b/landing/lenses/002700.json index 30d04f5d4629e3665e63048281b004afe8c5e85c..d5a5a108cdeda3222b459a25c3a017f5284887d2 100644 --- a/landing/lenses/002700.json +++ b/landing/lenses/002700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002710.json b/landing/lenses/002710.json index 648a2fdd730671847faf126aa3b20cd3de22970a..929e8b037bc34f12d8d4970201824d29d1096f83 100644 --- a/landing/lenses/002710.json +++ b/landing/lenses/002710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 25.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002720.json b/landing/lenses/002720.json index a8d14d3f5065900859c8935ae9717ace2c302f65..377efc137e40ec91edc100f714b53d8a77393be4 100644 --- a/landing/lenses/002720.json +++ b/landing/lenses/002720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002760.json b/landing/lenses/002760.json index fa71fa0db6c2a7627979b9c0f4a8a12513eff721..ddfafd96e1e00836060aef605978b1d5629724ea 100644 --- a/landing/lenses/002760.json +++ b/landing/lenses/002760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002780.json b/landing/lenses/002780.json index d5f0d016cbf4a10fda85ae08519935fab8cb7917..fb7a12ea07511c96dec8b50b80d4180e0c015ab6 100644 --- a/landing/lenses/002780.json +++ b/landing/lenses/002780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002790.json b/landing/lenses/002790.json index a80ad124f3156a528e5b1cbb6d87295d34f10d69..81433e6ff59ed95a468c539e8c5fcaccc1b94783 100644 --- a/landing/lenses/002790.json +++ b/landing/lenses/002790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002800.json b/landing/lenses/002800.json index 913c276a1af6924d2091c7fa7241dd843a1f327d..bb20410f7a63de0fc1989018489496cbc013773a 100644 --- a/landing/lenses/002800.json +++ b/landing/lenses/002800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,88 +1464,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a0acd431e3d", - "target": "002800", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.934 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002810.json b/landing/lenses/002810.json index 40a4dbc88404b90bd6b9da2aa888c8fabb8aace4..5ca335bb3c58b1adcdf0e1f9efc0edddb74b36c4 100644 --- a/landing/lenses/002810.json +++ b/landing/lenses/002810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002820.json b/landing/lenses/002820.json index 9710a98b83d17337ebb21d76d933e0e989c922b1..b1e1964b6aa095bf9717384201a271c2ce6e84aa 100644 --- a/landing/lenses/002820.json +++ b/landing/lenses/002820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 10.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002840.json b/landing/lenses/002840.json index fa94f410333ef212742f682a179d44ab0aafe945..43810dc32532c63b8b7bef7cbe32ebc28b80647f 100644 --- a/landing/lenses/002840.json +++ b/landing/lenses/002840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1266,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1592,12 +1592,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed562a69aa4a", + "target": "002840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/002870.json b/landing/lenses/002870.json index c8132315c9080e94f11ab14df01e399464c374f3..cef700df97cd69fe795923369ee0b50ac269e15c 100644 --- a/landing/lenses/002870.json +++ b/landing/lenses/002870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/002880.json b/landing/lenses/002880.json index 456f3f96752409d60e5c3395c4c7702f7d4fcf9c..a40c2df54dd415e5911a04f90727d9493cd427bb 100644 --- a/landing/lenses/002880.json +++ b/landing/lenses/002880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.60, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.8, + "grade": "dCR-BB+", + "score": 36.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 42.05, + "grade": "dCR-BB", + "score": 37.93, "assumptions": { "scenarioStress": "moderate" } @@ -843,7 +843,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -912,11 +912,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002900.json b/landing/lenses/002900.json index a13df801f533840cab8eb8a3f764ab627e532cd1..6cf370e22aef56a24c921ab12369c9010b570d21 100644 --- a/landing/lenses/002900.json +++ b/landing/lenses/002900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002920.json b/landing/lenses/002920.json index 08180146ee9acb5263fb9b9c8718c18f015bf825..d1a0a4df995c657ed2f0c1a1d4737944719e97af 100644 --- a/landing/lenses/002920.json +++ b/landing/lenses/002920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002960.json b/landing/lenses/002960.json index e4d70b99d5c0c7990c4b7c148291016d79c2aebe..51aedcf053a9a9aaf4b4561b5ef88ba8d93f82cb 100644 --- a/landing/lenses/002960.json +++ b/landing/lenses/002960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/002990.json b/landing/lenses/002990.json index ece9962eab03082b1388a534f5a5be939f387d74..c11958b5010153a2a907eaf23125203bf56d267c 100644 --- a/landing/lenses/002990.json +++ b/landing/lenses/002990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003000.json b/landing/lenses/003000.json index a7cf4831dc04c0a1326194399c104d9427854e15..bd231386439aa6c52d3e5a0bccd83cf22e418ca4 100644 --- a/landing/lenses/003000.json +++ b/landing/lenses/003000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003010.json b/landing/lenses/003010.json index 69b0d478fe41f07a4315135fb6ff97b113f44a36..c29abaa0b2c354c83db8f44678673d54e303545f 100644 --- a/landing/lenses/003010.json +++ b/landing/lenses/003010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,10 +1025,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003030.json b/landing/lenses/003030.json index 94f6aee7d7d131ced298c9304d8b0c37d8e2fa72..03eb4c4b2f2ee6c08ed8cd8a569d8a896212962d 100644 --- a/landing/lenses/003030.json +++ b/landing/lenses/003030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003060.json b/landing/lenses/003060.json index 5159a9c4a28512e5898c07be549c094274e23381..14c2df32c4bba3bafbdb6162dfff654ddcf00cd8 100644 --- a/landing/lenses/003060.json +++ b/landing/lenses/003060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9996.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003070.json b/landing/lenses/003070.json index ee5ae7c7818642c6f49854aaa59a9ade1870f1be..c7c061fb8999c6dc9e981607059efef76bb10ecc 100644 --- a/landing/lenses/003070.json +++ b/landing/lenses/003070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003080.json b/landing/lenses/003080.json index 927d5cb2a6b48bed2edbff9908b18d2160de6864..13dd81682ed01abb8dc4404a47db8772fe8b5825 100644 --- a/landing/lenses/003080.json +++ b/landing/lenses/003080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003090.json b/landing/lenses/003090.json index 937f2b7fc7f4c1ef9b6aa76e35b41b2ec68bc697..d8a7feefbbe9207dea6d61d0603351f789850f52 100644 --- a/landing/lenses/003090.json +++ b/landing/lenses/003090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003100.json b/landing/lenses/003100.json index 6a2e0fc69c7dcf3f4e0e01c0f38c78fa9527d1cb..9168e42a42cc73b2e7a8953abf4fb48a32ec8656 100644 --- a/landing/lenses/003100.json +++ b/landing/lenses/003100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1556,88 +1556,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:98a577084df7", - "target": "003100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.363 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003120.json b/landing/lenses/003120.json index 7089036bed99ad163f538eb47f4ea48706046b8c..6352b58f48d92527e5f41052ada6ba7bc61d87d3 100644 --- a/landing/lenses/003120.json +++ b/landing/lenses/003120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003160.json b/landing/lenses/003160.json index d66640231bc3c510f8d910827f9c7f5aeafa5b08..d6d8c72e01f0bd347d9794afbde6c19ae62a31e2 100644 --- a/landing/lenses/003160.json +++ b/landing/lenses/003160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003200.json b/landing/lenses/003200.json index 00eac511cd198bd24d7f4997e990b2d7ef63d08b..d1fe2187b023e3a81f14f0991dc57b879121bb3a 100644 --- a/landing/lenses/003200.json +++ b/landing/lenses/003200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003220.json b/landing/lenses/003220.json index 5dcb7a89a43f9dcfdb02d20473a545c0f10d5187..e326ee52cea84bb4d1eb0df1a025ac8db994825d 100644 --- a/landing/lenses/003220.json +++ b/landing/lenses/003220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 9.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.80%). 최근 주가 하락이 반영된 결과", "D/EBITDA 65.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2e9b2bec9aba", + "target": "003220", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003230.json b/landing/lenses/003230.json index f8add55dc52a96621e63af636009f77a3700b784..67073ea9194d1ea2a3befc373a2f5baafaeec08c 100644 --- a/landing/lenses/003230.json +++ b/landing/lenses/003230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:862e1e7188a7", + "target": "003230", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003240.json b/landing/lenses/003240.json index 6167ecb494470bf1b0bcd1f0c1c061bec006ddfe..8b5c71efa13ec7e80c25ad377be6848d75dd9eaa 100644 --- a/landing/lenses/003240.json +++ b/landing/lenses/003240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003280.json b/landing/lenses/003280.json index 45c4804e60c1f806791e654800e73c233ea545b2..4b374a46e447e88f5be17d25277c8ac3c4cbe203 100644 --- a/landing/lenses/003280.json +++ b/landing/lenses/003280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003300.json b/landing/lenses/003300.json index d4d60715f280329d8150ac87e235816145d95e0f..19cfa2770af0f6b96a972f2a20cb00095d7170c5 100644 --- a/landing/lenses/003300.json +++ b/landing/lenses/003300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003310.json b/landing/lenses/003310.json index 751745673faa2e3453d3f7debdf4742dbe7b3da6..9daecc4229d48157b54f1575f92480c949f64e4b 100644 --- a/landing/lenses/003310.json +++ b/landing/lenses/003310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003350.json b/landing/lenses/003350.json index b100a36ec37a0241b7265158009c74dd5e9871f8..ba95f204a3e6cd9c657d861b50ea271a32d5d662 100644 --- a/landing/lenses/003350.json +++ b/landing/lenses/003350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003380.json b/landing/lenses/003380.json index dab428d3361f803a7d97adbc42efe2460609c8d6..7c297c934acce83a4469ee43272f5f0af370333c 100644 --- a/landing/lenses/003380.json +++ b/landing/lenses/003380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003410.json b/landing/lenses/003410.json index 828c6d3fd8fc86763d1d7829d456ab432b95e345..838afb76583a182d87a48a77b07c0b0aecd19945 100644 --- a/landing/lenses/003410.json +++ b/landing/lenses/003410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003450.json b/landing/lenses/003450.json index d59251310efe6d50e93b742ab370ddb85aa8322c..f972d803fc488b8c0c1a5a75e754bfb1af0e71fc 100644 --- a/landing/lenses/003450.json +++ b/landing/lenses/003450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,10 +1151,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1169,10 +1169,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003460.json b/landing/lenses/003460.json index 800dbec50f8dd1b7fd4af32405b8b0dcd537a4b9..3c12393c30d6fcf6ad4725955d0194ea05f80caa 100644 --- a/landing/lenses/003460.json +++ b/landing/lenses/003460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -689,7 +689,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003470.json b/landing/lenses/003470.json index f27efd9979e54c46ad0ad717854bac71cb90b8c2..6d62859042066edd2abe9dc1b7b1e009af9ea0b7 100644 --- a/landing/lenses/003470.json +++ b/landing/lenses/003470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -870,10 +870,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003480.json b/landing/lenses/003480.json index 657b12033769348e64542e225648cd27b98a5e6f..761b39b158dae624458e0888b649206eab8d488f 100644 --- a/landing/lenses/003480.json +++ b/landing/lenses/003480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1510,12 +1510,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:db04c5822fa1", + "target": "003480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003490.json b/landing/lenses/003490.json index 9043b6f4d43d8f68bd73a2c6f7b6569fff913eee..76abb1158155988475a4d8c0502ea305ceee68e7 100644 --- a/landing/lenses/003490.json +++ b/landing/lenses/003490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1156,8 +1156,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1192,7 +1192,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1248,10 +1248,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1267,10 +1267,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003520.json b/landing/lenses/003520.json index a28d28429593c6e4dba450c584b7ce7c18792de1..1ca5debce0390f32b76d79a4184af1a7d1ea1fb3 100644 --- a/landing/lenses/003520.json +++ b/landing/lenses/003520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003530.json b/landing/lenses/003530.json index f5e2d5b7017c800b8459c8e899cd45a64967ffd4..be24fdcdeabff39b41d2f246a62c62340d3923d3 100644 --- a/landing/lenses/003530.json +++ b/landing/lenses/003530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1194,10 +1194,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1579,7 +1579,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1601,7 +1601,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1619,15 +1619,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/003540.json b/landing/lenses/003540.json index 750bf7b71e3d13094607797643cf169fca5de2d3..50351d3bccc2d5b77adedaf9fd25825d049b3008 100644 --- a/landing/lenses/003540.json +++ b/landing/lenses/003540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1192,12 +1192,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6d0725c68afd", + "target": "003540", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003550.json b/landing/lenses/003550.json index 6c4e47fe1be972eb6362404318fdcdc374c51bc4..181cd4fe33574430721b7f680631230ab20a17a0 100644 --- a/landing/lenses/003550.json +++ b/landing/lenses/003550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003560.json b/landing/lenses/003560.json index 64d44efcbfbe5a19ea8c9e19fba6e21f7d640985..4bd11a6140fc2c07878a0a5f0199376d3fcd349d 100644 --- a/landing/lenses/003560.json +++ b/landing/lenses/003560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003570.json b/landing/lenses/003570.json index 76870126902683ca7f20185b758e268446e0cbb9..39f66c96ee95218504f019d37e2d4c04d6d7db9f 100644 --- a/landing/lenses/003570.json +++ b/landing/lenses/003570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003580.json b/landing/lenses/003580.json index e85acf0e99db7f741ea527c8532c989e1a3a514a..ee30e7f65ebbca477367ce535c4a4ec0d4b6bf50 100644 --- a/landing/lenses/003580.json +++ b/landing/lenses/003580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0035S0.json b/landing/lenses/0035S0.json index 52c6e3c651d9ece5032206f14aa168e60527f1a5..88dccc2856a126cd9efda21a4fbdf3e5e24ca3f6 100644 --- a/landing/lenses/0035S0.json +++ b/landing/lenses/0035S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/003610.json b/landing/lenses/003610.json index ed7e9f3144788de7d6998f66bd172b429f6e1dd5..024c3876fee8cc3cedeeff461c57a145083368f2 100644 --- a/landing/lenses/003610.json +++ b/landing/lenses/003610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 30.20, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 28.12, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 30.2, + "score": 28.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 30.86, + "score": 28.9, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1566,8 +1566,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/003620.json b/landing/lenses/003620.json index 4274d172f42f1c91a88bad3cd2b7c96278103922..d2f26ac5b8c4931c7b69f4a9ffac5ed6471aee1e 100644 --- a/landing/lenses/003620.json +++ b/landing/lenses/003620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 37.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 37.69, + "score": 41.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 38.61, + "grade": "dCR-BB", + "score": 42.7, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,6 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1098,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1164,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1515,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/003650.json b/landing/lenses/003650.json index 3a24e38c616797910b76c278a65c13229c541ded..cbee9b48e2c6bab1c77bba718dfc9e87e36f0f5d 100644 --- a/landing/lenses/003650.json +++ b/landing/lenses/003650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003670.json b/landing/lenses/003670.json index a8e24030c7ed2b83b482bba198ed366d0ad6d70e..11881398cc703baaff56dca69895219aa0196bcf 100644 --- a/landing/lenses/003670.json +++ b/landing/lenses/003670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003680.json b/landing/lenses/003680.json index ed5f10e3355a70f525479ac97da64f7149574a31..0326954d5fde96efa91654cd75a58ff729d585fa 100644 --- a/landing/lenses/003680.json +++ b/landing/lenses/003680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 17.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003690.json b/landing/lenses/003690.json index e08927a522a3e304eaeb3491d233448dbca58d63..bc2c9c491883f455d98329cc453f0f791199c2e5 100644 --- a/landing/lenses/003690.json +++ b/landing/lenses/003690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1192,7 +1192,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1210,8 +1210,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003720.json b/landing/lenses/003720.json index 6f5cdde8b7ae862c2fc065e02ee8cb21218e7c03..0b99d8455226ce72ec5e74660720ce3e1006413e 100644 --- a/landing/lenses/003720.json +++ b/landing/lenses/003720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1606,7 +1606,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1628,7 +1628,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1646,8 +1646,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/003780.json b/landing/lenses/003780.json index 6e38bea753e8186ee9c770fa3436f1008a686456..14e68ec81a7c74d4cbfd4af2bd339229a2734152 100644 --- a/landing/lenses/003780.json +++ b/landing/lenses/003780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0037T0.json b/landing/lenses/0037T0.json index 146f70d5bb4f262bbd1dd3a626293aca790f7364..8ee547b94deac8bc7c8af6b7a81328e8fd621857 100644 --- a/landing/lenses/0037T0.json +++ b/landing/lenses/0037T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003800.json b/landing/lenses/003800.json index 92fa4f76fd6d2843d5c61b309d3b2f1684e8b5b3..68a86ed543add3b3b0476c85bcebe21fee5a734a 100644 --- a/landing/lenses/003800.json +++ b/landing/lenses/003800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003830.json b/landing/lenses/003830.json index 163f6921c7fa5764dc22a943b99fde4351ac08bb..9c374761f57d9e45714c1a78cc6351d9baa3d339 100644 --- a/landing/lenses/003830.json +++ b/landing/lenses/003830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,10 +1150,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1168,10 +1168,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003850.json b/landing/lenses/003850.json index cfa73a7443abb34fd4ee24232bbaef727fd405ce..3ebf9f111272cd34b7f241d3fda272f4f07f0923 100644 --- a/landing/lenses/003850.json +++ b/landing/lenses/003850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003920.json b/landing/lenses/003920.json index 5aede9795e6df7a78fc1575fcdb758ce643af4e7..a2ba54a1881d76c03bd58beefd3162cbb01ee937 100644 --- a/landing/lenses/003920.json +++ b/landing/lenses/003920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/003960.json b/landing/lenses/003960.json index cf5ce4421e541c14824eebae122557117333cbda..881feb0e53e55320225ad3f90a96ca80bfb0d6f4 100644 --- a/landing/lenses/003960.json +++ b/landing/lenses/003960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0039P0.json b/landing/lenses/0039P0.json index 126bfa904825c9c2485af585293401008ed14168..813f208bfe50de4c28b52c6644463d9442112a3c 100644 --- a/landing/lenses/0039P0.json +++ b/landing/lenses/0039P0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/004000.json b/landing/lenses/004000.json index 34ce2e6a58f3b1ac3a34a2c66b1ffc3af72f9b4d..1801b0cf445e3c422db27147b4b971ab16b6b52c 100644 --- a/landing/lenses/004000.json +++ b/landing/lenses/004000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004020.json b/landing/lenses/004020.json index 928ba5f793809950cd2e57fe18b35bfe175fb237..d89e2ef8e99015daba7dcd71fc363936740cf961 100644 --- a/landing/lenses/004020.json +++ b/landing/lenses/004020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004060.json b/landing/lenses/004060.json index 650342759b05aecfafc4abfd56eca2ce0cded016..517f53044339cb21cbe8194329c92945c32f308f 100644 --- a/landing/lenses/004060.json +++ b/landing/lenses/004060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004080.json b/landing/lenses/004080.json index 6892e91cdcafe3031ab9e19627f347b044527879..dbccaf8b320b1332b300b79a9197fdcc950b2d6a 100644 --- a/landing/lenses/004080.json +++ b/landing/lenses/004080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004090.json b/landing/lenses/004090.json index b601cfe26bc0f957d5d70e958537da0d5dc4311a..67c687364182a946086e8046fd02f6abb5b96197 100644 --- a/landing/lenses/004090.json +++ b/landing/lenses/004090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004100.json b/landing/lenses/004100.json index 886801f5c4ccf413f52699b0ba5aed507aa42883..3a113892c0731f5be98d5de9f7f34414b8acb0a5 100644 --- a/landing/lenses/004100.json +++ b/landing/lenses/004100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b86cd0d8efc4", + "target": "004100", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.481 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004140.json b/landing/lenses/004140.json index a3ef7b4970c4276dfa6db758adf3ba89050e4949..2ab5871fc14da21e3cb0b4beea1a6323a8a899cb 100644 --- a/landing/lenses/004140.json +++ b/landing/lenses/004140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 19.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004150.json b/landing/lenses/004150.json index 12ab79ead0ca88e1022ca4eae4d870978b0b8ff9..fc0c2d1c9b9571a328cd12ba4cd2d1668403dc84 100644 --- a/landing/lenses/004150.json +++ b/landing/lenses/004150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,88 +1341,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:03383e23eb2b", - "target": "004150", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.27 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004170.json b/landing/lenses/004170.json index 7da60581da6b62e1774e9ec0a93a71732a50d4bc..d95acbb7ec12a4fe2a8a0706bcfab8860514ef7f 100644 --- a/landing/lenses/004170.json +++ b/landing/lenses/004170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041B0.json b/landing/lenses/0041B0.json index 92fff3b0fce237d6476ec0423e64fd0f4977ed7e..b8f81c379c933903297566c633090824c7505883 100644 --- a/landing/lenses/0041B0.json +++ b/landing/lenses/0041B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041J0.json b/landing/lenses/0041J0.json index 3cc53d739b33d1d7a8c7fb0b9c56de3c5b595afc..e66eaf4620b32c2d6f389825516dd0b379c4db8f 100644 --- a/landing/lenses/0041J0.json +++ b/landing/lenses/0041J0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0041L0.json b/landing/lenses/0041L0.json index 5108e2ac6e1abe69f3ef7c394bcdf8a083678aed..3aadf71ea7b770e43597626de01761f3b190d34e 100644 --- a/landing/lenses/0041L0.json +++ b/landing/lenses/0041L0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004250.json b/landing/lenses/004250.json index 842ac49af29f03999a1c34502c8fc51afd3cc926..4f6f313a7abf4efc8447e62ddd787359f4761379 100644 --- a/landing/lenses/004250.json +++ b/landing/lenses/004250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004270.json b/landing/lenses/004270.json index 319f2ec6637fd39b731efcbddb07941f619bbf7b..c4b985c29ff5dd4a795cc018da0533aedefd7316 100644 --- a/landing/lenses/004270.json +++ b/landing/lenses/004270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004360.json b/landing/lenses/004360.json index a81e36288c39edd54cafd66935a2038d96d07a74..38c2f46be26c2372444cd93f64547224f581a054 100644 --- a/landing/lenses/004360.json +++ b/landing/lenses/004360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004370.json b/landing/lenses/004370.json index 73b4933ae16f65329bd121fe3057593eeeb70daa..abba80392cb7472cdce2ff0f12875ea85e9e400c 100644 --- a/landing/lenses/004370.json +++ b/landing/lenses/004370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1555,12 +1555,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:24b62eed779d", + "target": "004370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004380.json b/landing/lenses/004380.json index 912c50d15f80f82e41bd5f4042441242bd9b46c9..a9c2e1fa41601d858b73dcdf21e9ff5b029b69fd 100644 --- a/landing/lenses/004380.json +++ b/landing/lenses/004380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004410.json b/landing/lenses/004410.json index f31881f3d15841367d423a82d7af34721b77ea04..4050875ef06e7396a8e5e09194ee7c58d2f28c46 100644 --- a/landing/lenses/004410.json +++ b/landing/lenses/004410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004430.json b/landing/lenses/004430.json index ed58950e2fd1e11c8cd5fc0095c7b65487e2841d..ca8b953b2678b23cfd07da38ad70214c125b8246 100644 --- a/landing/lenses/004430.json +++ b/landing/lenses/004430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004440.json b/landing/lenses/004440.json index 1806c754798eae4c25a036bf20a147a9dba01b55..ca4414fc778be0f56b4168b775eadbd806ddb77c 100644 --- a/landing/lenses/004440.json +++ b/landing/lenses/004440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -993,8 +993,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,10 +1045,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004450.json b/landing/lenses/004450.json index 6d998b25c08d545e4918500ab6d35387dc412ab8..4e6951035493025cf030cea8e046709fd4512ef9 100644 --- a/landing/lenses/004450.json +++ b/landing/lenses/004450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004490.json b/landing/lenses/004490.json index a16c64d222a5b9488260ec7f705fdfc725272ecf..7c60780341b30640577e644aeb4a417b4ba9cfb4 100644 --- a/landing/lenses/004490.json +++ b/landing/lenses/004490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0044K0.json b/landing/lenses/0044K0.json index 4f2fcd65767dba48ba99318459d7550e303fcda9..2a52b0ae7ded4639388eccfe43cd568d4e6d9bd9 100644 --- a/landing/lenses/0044K0.json +++ b/landing/lenses/0044K0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004540.json b/landing/lenses/004540.json index 6b468eee46010aa574af649f9aed84a75d39a8f1..83ce566aadb57bdc45e2c8bafb0c7f87484b386d 100644 --- a/landing/lenses/004540.json +++ b/landing/lenses/004540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 26.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 29.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004560.json b/landing/lenses/004560.json index f28e4457ab24880ffe5484974666e96528dc302d..b512d78587a41201f7a3a91d215ac72ab5caad21 100644 --- a/landing/lenses/004560.json +++ b/landing/lenses/004560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004590.json b/landing/lenses/004590.json index c3660a77b661f63fd4de59db54c347854243b0ab..34aa8f60b2723d67b46c79b578a1a6e36c413daa 100644 --- a/landing/lenses/004590.json +++ b/landing/lenses/004590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004650.json b/landing/lenses/004650.json index 95afdac3e9ded77580016054f5217c7d85112793..76f7bd553628b499bdc3af5bb836e87d48b6105b 100644 --- a/landing/lenses/004650.json +++ b/landing/lenses/004650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004690.json b/landing/lenses/004690.json index 5134b113c7a555c0f28dfa347d1d82b2b0895ed9..4c0b1794927689b13d24159988227cfe494dc70f 100644 --- a/landing/lenses/004690.json +++ b/landing/lenses/004690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,7 +1519,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1541,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1559,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/004700.json b/landing/lenses/004700.json index 6264169bdfb6dcc523603940ea39a6d86b1e3a24..d324460894addba5c082b25afd6099232c47370b 100644 --- a/landing/lenses/004700.json +++ b/landing/lenses/004700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.17, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.17, + "score": 4.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.44, + "score": 4.44, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004710.json b/landing/lenses/004710.json index f1ce84cd4336bcf97d2adac27455d69199023a29..b9a0a4160f72d2bb8e3dbdc05777075e86478da7 100644 --- a/landing/lenses/004710.json +++ b/landing/lenses/004710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.15, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.15, + "grade": "dCR-BBB", + "score": 26.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.54, + "score": 28.29, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004720.json b/landing/lenses/004720.json index c1c48ed2f839184d7e07e2eef22a18ef4904bfed..d181da1cc5a69193cce6af2890a21f400083580f 100644 --- a/landing/lenses/004720.json +++ b/landing/lenses/004720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004770.json b/landing/lenses/004770.json index 3c02430172323890526884a36d1b7491f6051694..cba93ce29856749a76b94303291985208ad7b164 100644 --- a/landing/lenses/004770.json +++ b/landing/lenses/004770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004780.json b/landing/lenses/004780.json index d46076f0382f8b41d0c36876e24af2699b203a61..5089b6729db19939fe1291c73c87f4e53f0e1d61 100644 --- a/landing/lenses/004780.json +++ b/landing/lenses/004780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004800.json b/landing/lenses/004800.json index f1744451ae973669d00c8cf9aaa5833f8a48fed0..53108bb38f4a19712608759fa7c16d366f21d153 100644 --- a/landing/lenses/004800.json +++ b/landing/lenses/004800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1600,12 +1600,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a3dca42a9cfb", + "target": "004800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.487 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004830.json b/landing/lenses/004830.json index ab33e750f22b2acc85346d8226a7690aeb62d4e0..712164e11591a352ddda04ff15001fb88915c72f 100644 --- a/landing/lenses/004830.json +++ b/landing/lenses/004830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004840.json b/landing/lenses/004840.json index 733b485ff39a3752d8d7dce27c3c972640f973f2..fb8175c8f69cd69a373fab8945c37efa53b17cd3 100644 --- a/landing/lenses/004840.json +++ b/landing/lenses/004840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004870.json b/landing/lenses/004870.json index e2a75f08a3c57cad133c3dd65aaa2394771c3c57..d5596452b3cb00bbe7690815315a0d2c97cc74a7 100644 --- a/landing/lenses/004870.json +++ b/landing/lenses/004870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 38.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 34.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 38.24, + "grade": "dCR-BBB", + "score": 34.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 38.88, + "grade": "dCR-BBB", + "score": 34.8, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004890.json b/landing/lenses/004890.json index 90295436aa4cea13cddd460bf743cd2e5786d996..4da3b090c19be34acbfc2588a7a278005d7a4d96 100644 --- a/landing/lenses/004890.json +++ b/landing/lenses/004890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004910.json b/landing/lenses/004910.json index 82fd460a72205b040597eef1acf6d1965af26d79..22e23f2b451cfcdded56f2f77929a983378d97cf 100644 --- a/landing/lenses/004910.json +++ b/landing/lenses/004910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 10.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004920.json b/landing/lenses/004920.json index cf83003591114e3f07f0b5498b2525dbff65c9c8..551b98e9ff3cf48d94fb32e5c315e4f533cb3109 100644 --- a/landing/lenses/004920.json +++ b/landing/lenses/004920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1558,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1ff2952f547d", + "target": "004920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004940.json b/landing/lenses/004940.json index bfa58b9009c7328687e8e1132f5c409ee99908fb..9c10dc4c25f45edd0c0a207649e8fe38f819978f 100644 --- a/landing/lenses/004940.json +++ b/landing/lenses/004940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004960.json b/landing/lenses/004960.json index bd2461748410a9cf64277114952c4e4f2a9c0988..3ab0678eb601a582063f099289f52a458f8a526c 100644 --- a/landing/lenses/004960.json +++ b/landing/lenses/004960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1206,13 +1206,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c648467b97cc", + "target": "004960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/004970.json b/landing/lenses/004970.json index 23bbcc4fcbcd19b49661b2bf5735cb1c0ae165da..6731ae83da99a823194cfd7757f2f62f8a7eca6c 100644 --- a/landing/lenses/004970.json +++ b/landing/lenses/004970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004980.json b/landing/lenses/004980.json index 1484c2b3557ed010a5c2b80421c9e75db4738598..5f59f806b4bd314a7a6b8e40a4db85691202ce4b 100644 --- a/landing/lenses/004980.json +++ b/landing/lenses/004980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/004990.json b/landing/lenses/004990.json index 70c992adf31b8417158a379b23bc06b872630043..a2375f358b71267d672bf610b8f1315953f7d437 100644 --- a/landing/lenses/004990.json +++ b/landing/lenses/004990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005010.json b/landing/lenses/005010.json index b23690fdc51d6d00b40d2dbb2db6c506de661fef..d32a5ce05f50e6000f1d45b2de8c0eb97e10a951 100644 --- a/landing/lenses/005010.json +++ b/landing/lenses/005010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005030.json b/landing/lenses/005030.json index df1b9f2bb55489257a632956e715b959e103b5c9..634fc2e36c9fcc184bb4543e97c30b8c26504adb 100644 --- a/landing/lenses/005030.json +++ b/landing/lenses/005030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005070.json b/landing/lenses/005070.json index 3769c748118bf53b2caceca606913e1b155e6aac..e11e4e8cd5d5fa0a29df354650fd941566d7f58a 100644 --- a/landing/lenses/005070.json +++ b/landing/lenses/005070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005090.json b/landing/lenses/005090.json index d0af83614227d04350970327d3758e2247922350..7c67a5acdd152c602562c276ddf4c57e645fad0f 100644 --- a/landing/lenses/005090.json +++ b/landing/lenses/005090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 41.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 41.8, + "grade": "dCR-BB-", + "score": 44.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.72, + "score": 44.86, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005110.json b/landing/lenses/005110.json index 83b517598faae6f5cf022dde287869f1705738a8..a9f045bf5b3a27d7767f18ec2b4b761a6a18fa2f 100644 --- a/landing/lenses/005110.json +++ b/landing/lenses/005110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005160.json b/landing/lenses/005160.json index bdbc4559551232a5e21eae7995d164042e30cb97..f44af7aa3bf0f40c0aa2ea0d9785ff9384426573 100644 --- a/landing/lenses/005160.json +++ b/landing/lenses/005160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005180.json b/landing/lenses/005180.json index c818df556efd8f937d2be3d33620bd693dc2bd16..95be95b72d35d04365b2df6baeab8d33b20946a7 100644 --- a/landing/lenses/005180.json +++ b/landing/lenses/005180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005250.json b/landing/lenses/005250.json index 5788f1d87672db10725167201d98af358b302394..9d2bbc6c2cdf0735a50a413f0d0afe3884bfc2ae 100644 --- a/landing/lenses/005250.json +++ b/landing/lenses/005250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005270.json b/landing/lenses/005270.json index aba3801fcbb36964b2e81b723f1ed091f543216b..ee0424fec30b60f43ee5f186dda4e1387a199356 100644 --- a/landing/lenses/005270.json +++ b/landing/lenses/005270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005280.json b/landing/lenses/005280.json index b7f7cacf7cf44f04897660b54a4922221a9c4110..c554bfb3f9c804d7862c34e35c5fc46e83849eda 100644 --- a/landing/lenses/005280.json +++ b/landing/lenses/005280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005290.json b/landing/lenses/005290.json index 84ea969ec8a1c0f983bb76f20fc52c5602f79577..ce19b2680e7382264e6a3545823c270863981de5 100644 --- a/landing/lenses/005290.json +++ b/landing/lenses/005290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005300.json b/landing/lenses/005300.json index d148f53079430e5981998641ae227540d6ba90de..9eee4947515e29d77d085df8a984a74c959c53bb 100644 --- a/landing/lenses/005300.json +++ b/landing/lenses/005300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 28.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 26.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 28.38, + "grade": "dCR-A-", + "score": 26.13, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 29.15, + "grade": "dCR-A-", + "score": 26.9, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -915,7 +915,6 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1224,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,12 +1557,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9c22f25950ce", + "target": "005300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.766 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005320.json b/landing/lenses/005320.json index 7b67fb5600f05b3e9b6ab84a39e80f9a385dc12f..decde0964554c05cb9bf48ad1dac26ae5223e099 100644 --- a/landing/lenses/005320.json +++ b/landing/lenses/005320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005360.json b/landing/lenses/005360.json index 5c54f7e5902c9bc8c934dcc52f10c6220c586558..ab18f3786705807712fe2ae9dcc8c18945762bd0 100644 --- a/landing/lenses/005360.json +++ b/landing/lenses/005360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 88점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.67%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005380.json b/landing/lenses/005380.json index 807ee2e1dcc8bc66d505641c6e3beff3e17d73ee..404f81011adc522c23de53dc75ada674bd4fcd8a 100644 --- a/landing/lenses/005380.json +++ b/landing/lenses/005380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 25.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 25.48, + "score": 27.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 26.01, + "score": 28.26, "assumptions": { "scenarioStress": "moderate" } @@ -912,13 +912,14 @@ "reasons": [ "대형기업 (매출 186조)", "캡티브금융 별도 D/EBITDA 0.7x (양호)", - "시가총액 88조 (시장 지위)" + "시가총액 84조 (시장 지위)" ], "monotonicGate": "A+" }, "divergenceExplanation": [ "현금흐름 축이 31점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1149,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005390.json b/landing/lenses/005390.json index 5d7bc6e084603b28e7d7d0c31aa6a6a383205eca..d0ec008fd35fb2d9bfcc4a2f89ac807d8785a051 100644 --- a/landing/lenses/005390.json +++ b/landing/lenses/005390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -439,10 +439,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -458,10 +458,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -485,10 +485,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -503,10 +503,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -517,7 +517,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -525,7 +525,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -541,7 +541,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -557,7 +557,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0053F0.json b/landing/lenses/0053F0.json new file mode 100644 index 0000000000000000000000000000000000000000..a9327116a99c1b89cf34b720bb63908031af026a --- /dev/null +++ b/landing/lenses/0053F0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0053F0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0053F0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0053F0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0053F0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-30", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0053F0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0053F0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0053F0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0053F0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0053F0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/005420.json b/landing/lenses/005420.json index 1b1e2679a0e007c6182fcbb50f2e7548b7194d2e..6753b6e9d986967185d5a5ab700129d2fa876b3e 100644 --- a/landing/lenses/005420.json +++ b/landing/lenses/005420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005430.json b/landing/lenses/005430.json index 7fb375977db9508b8b4491387f71731f524d4ebc..9effe367896afaf8710240aa813490175ba99049 100644 --- a/landing/lenses/005430.json +++ b/landing/lenses/005430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:fabbf1a866ee", - "target": "005430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.801 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005440.json b/landing/lenses/005440.json index 087a89c1896a1c1b747412d02a5db577bf21419a..01eba70b649216990d1508b9a51cf27713526270 100644 --- a/landing/lenses/005440.json +++ b/landing/lenses/005440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005450.json b/landing/lenses/005450.json index 1fbb86b72defc9d7f2be22f6e75a2db01ab20681..1309bd169977ef6368ba7cbfac8472285e35d234 100644 --- a/landing/lenses/005450.json +++ b/landing/lenses/005450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1098,10 +1098,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005490.json b/landing/lenses/005490.json index 985b3322c5433a1f24473163802da605c2725609..7622928a82987dc6b666659cf667522bbb4aac8e 100644 --- a/landing/lenses/005490.json +++ b/landing/lenses/005490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0054V0.json b/landing/lenses/0054V0.json index ca001693c767de8bef791981aca9828f5773de65..8784cb195d396ae96f80c47d097ce2c4102cc63f 100644 --- a/landing/lenses/0054V0.json +++ b/landing/lenses/0054V0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005500.json b/landing/lenses/005500.json index b9b8280280499dc06f736c18f53455faa514ae7b..e76b7a41602f23fceb7ca7106182a0dcee6b9a0c 100644 --- a/landing/lenses/005500.json +++ b/landing/lenses/005500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005610.json b/landing/lenses/005610.json index 5575337cf7cc8cc0390170404d7c961b3c7d7c32..30e7be7f48b7bb723faa12d4b40b572cb571e9e0 100644 --- a/landing/lenses/005610.json +++ b/landing/lenses/005610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005670.json b/landing/lenses/005670.json index 8764d3272c49d78793e271c4891b8f58d14c39cb..5933504710b57db93f2ec3e87e94a4cd9f06e6f5 100644 --- a/landing/lenses/005670.json +++ b/landing/lenses/005670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.85, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 23.60, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.85, + "score": 23.6, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.54, + "grade": "dCR-BBB", + "score": 25.29, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +909,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005680.json b/landing/lenses/005680.json index a500791fb003b198b1e6dc50016aaee383865112..47503f29d094e9168be358c7105a867fa64f2052 100644 --- a/landing/lenses/005680.json +++ b/landing/lenses/005680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005690.json b/landing/lenses/005690.json index ce129d57318486f3ea176254fabedbaa6e0fe075..20de1ba22738a4723c431b7896d93facfbb6a188 100644 --- a/landing/lenses/005690.json +++ b/landing/lenses/005690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005710.json b/landing/lenses/005710.json index 8be2e7f080591859403ad5a74d820e0919f8a9a7..89b80952b087a53e9424b849dcaab43141584658 100644 --- a/landing/lenses/005710.json +++ b/landing/lenses/005710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1593,12 +1593,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f16b93604887", + "target": "005710", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.87 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/005720.json b/landing/lenses/005720.json index fde510f8c6a049ecc718c3278595776063f0c1e2..c005cc6b9595d7f848757e313de51df6c074cc91 100644 --- a/landing/lenses/005720.json +++ b/landing/lenses/005720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005740.json b/landing/lenses/005740.json index 3eba92f37cad6b4a8e4a02ac940c61a47e6ae667..3f10cf00fbf7c5a280adba13613f1d1ed0da3e73 100644 --- a/landing/lenses/005740.json +++ b/landing/lenses/005740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005750.json b/landing/lenses/005750.json index 0e83dd30416ba313b064255cf0b73c8f671c2242..1a08cebe0d3f51ede5bd2549cdf46538e0dff07c 100644 --- a/landing/lenses/005750.json +++ b/landing/lenses/005750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005800.json b/landing/lenses/005800.json index b9cb4dfc24d6daa2e3ca3f61ada0ef5ed7c5066e..d6b8882c7a36784fea41431d789b9249ef16b301 100644 --- a/landing/lenses/005800.json +++ b/landing/lenses/005800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005810.json b/landing/lenses/005810.json index 9eec43356d88d987cfb65178d201f4a059eb8409..e45f2cb6c69470b97f803955ccb1c9eaf0472abf 100644 --- a/landing/lenses/005810.json +++ b/landing/lenses/005810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005820.json b/landing/lenses/005820.json index dedf1970da4c1096e458386bdb9fb83f68e4d167..8ce084d37be45605cacd3d08435555ef34d547b3 100644 --- a/landing/lenses/005820.json +++ b/landing/lenses/005820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005830.json b/landing/lenses/005830.json index e0a57802f7a3ab69fd9ed0d46071aae33ade9f9f..86a680f755666fcee272cfbbb220052b9fb44cee 100644 --- a/landing/lenses/005830.json +++ b/landing/lenses/005830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005850.json b/landing/lenses/005850.json index 6645ad9fc110365d82adde67d60c13bbe1b9cbea..8aceab3b20a8d895a240f7eb7dd67d24dddf6dd3 100644 --- a/landing/lenses/005850.json +++ b/landing/lenses/005850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,7 +1456,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1478,7 +1478,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1496,8 +1496,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/005860.json b/landing/lenses/005860.json index a480fc9ae42678960edbf69a88972d7d1b46fa25..dbe506db6cddf0de3c4c0e44466e5530011680f9 100644 --- a/landing/lenses/005860.json +++ b/landing/lenses/005860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,7 +1561,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1583,7 +1583,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1601,15 +1601,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/005870.json b/landing/lenses/005870.json index 9f51822a699c9be84b632a80a77bf6f67987cebb..057e359ed4655121918de0ec750d2fc088983134 100644 --- a/landing/lenses/005870.json +++ b/landing/lenses/005870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005880.json b/landing/lenses/005880.json index 2f8f23f4030363c2c199a4650affc5440cf715c0..7b950fef61c762bcdde11dbebf3fe69c81f75d2b 100644 --- a/landing/lenses/005880.json +++ b/landing/lenses/005880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005930.json b/landing/lenses/005930.json index fd2cf6ff027876f3e008f743a0e6cb726aec9d2b..c604c0b9beb5f3a70745b50a224a33056871176a 100644 --- a/landing/lenses/005930.json +++ b/landing/lenses/005930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005940.json b/landing/lenses/005940.json index 4c575c68f49b3eae874d65df388f5571e3ef09f3..9af3a94354ba78d8a0ccece12a607aef09c34501 100644 --- a/landing/lenses/005940.json +++ b/landing/lenses/005940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/005950.json b/landing/lenses/005950.json index a1e7388b23663f7e05e208324be8af405945ef64..8eecdce5e5381a3702d83b5f46b0d7ff4d76cc2b 100644 --- a/landing/lenses/005950.json +++ b/landing/lenses/005950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005960.json b/landing/lenses/005960.json index 3baadf7a9ea87dc5016dbeea74dffdb82c39284d..abe4f3ab10c4b46468a88e92646df659c2bcaccb 100644 --- a/landing/lenses/005960.json +++ b/landing/lenses/005960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/005990.json b/landing/lenses/005990.json index a009cc002d2565420078d3b8ebea85e16b3e3f19..339b5a2406ad55e516d7bebedcad783b1f81492a 100644 --- a/landing/lenses/005990.json +++ b/landing/lenses/005990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006040.json b/landing/lenses/006040.json index db89c4ee8f85573b1bc1d703ac5149bf2aacce19..327b3db6af509d8857c4f0189b12e4ee3fd46b42 100644 --- a/landing/lenses/006040.json +++ b/landing/lenses/006040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1389,7 +1389,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1411,7 +1411,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1429,15 +1429,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006050.json b/landing/lenses/006050.json index d1e51ab5391ea009edac2714a3d0323ded9a87ea..0ee6074f3e2aa3152e396b2c5387d6aa3f6cb958 100644 --- a/landing/lenses/006050.json +++ b/landing/lenses/006050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006060.json b/landing/lenses/006060.json index 9db2d1ac783543a3e1e3744b676c0c98cca0b610..b9f7c43b4b5487fe5b5e4c4efff24af60789d8bc 100644 --- a/landing/lenses/006060.json +++ b/landing/lenses/006060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006090.json b/landing/lenses/006090.json index 932af909d3f6ba55fd4caf68c5c96b0d3cc9a60e..a19097b36ea1a1ab89d0ad1611a107da126b94b5 100644 --- a/landing/lenses/006090.json +++ b/landing/lenses/006090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006110.json b/landing/lenses/006110.json index e95309db4b2318b1bffd1b1d7217e6d85aa20f65..3694a2721b34b1ba51d5501e7d0fafc7e2695062 100644 --- a/landing/lenses/006110.json +++ b/landing/lenses/006110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -901,19 +901,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -934,8 +934,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,17 +980,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1000,7 +1000,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1059,7 +1059,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1068,7 +1068,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,10 +1127,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006120.json b/landing/lenses/006120.json index 8477ba3ed32896b5875045ab630da6abcac3de24..e18c3f6b5aab153dbc39d1d503990c954e2d057e 100644 --- a/landing/lenses/006120.json +++ b/landing/lenses/006120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006140.json b/landing/lenses/006140.json index 6177ed5734502ea4a04cbdd6e5c407775f1867b5..d807111cffb734dcb7d17044fdbc178fe81c4d77 100644 --- a/landing/lenses/006140.json +++ b/landing/lenses/006140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006200.json b/landing/lenses/006200.json index f49d2250925abf2258bab40571b82c494c6f9911..9e05650b70558644dcc20907723f63651e7129a8 100644 --- a/landing/lenses/006200.json +++ b/landing/lenses/006200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006220.json b/landing/lenses/006220.json index ef16e244cd0c42117495b2c260a58c339f4b7cea..712e3b28ed1ca591849c1bc4ba2a5d3f8a9bcdbe 100644 --- a/landing/lenses/006220.json +++ b/landing/lenses/006220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,8 +628,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -641,8 +641,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -660,10 +660,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -673,7 +673,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -690,7 +690,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,7 +794,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006260.json b/landing/lenses/006260.json index c562df8436d53f6a7f000fbeb213a51abb719e5e..73c88df02969b034368d03745c6d45999ad86dca 100644 --- a/landing/lenses/006260.json +++ b/landing/lenses/006260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,7 +928,7 @@ "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.20%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1159,8 +1159,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1195,7 +1195,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1251,10 +1251,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1270,10 +1270,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1481,7 +1481,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1503,7 +1503,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1521,8 +1521,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006280.json b/landing/lenses/006280.json index 979d48cf356b261c4a71bcb799b8447434be6788..87a99a0447a32ab5d8a8854c3349ef0cc7ef9ff3 100644 --- a/landing/lenses/006280.json +++ b/landing/lenses/006280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006340.json b/landing/lenses/006340.json index 57c14284ee28e49e76cd94a41e19b38487c93ddc..798c224846624387e20faa3649d37b296259b6da 100644 --- a/landing/lenses/006340.json +++ b/landing/lenses/006340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 23.98, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.98, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 23.98, + "score": 25.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 25.12, + "grade": "dCR-BBB-", + "score": 27.12, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006350.json b/landing/lenses/006350.json index 90ebd28f8e51b0e693db8857002f73c552ba4220..21551672cdceb446316cffaef0ada41578cc733f 100644 --- a/landing/lenses/006350.json +++ b/landing/lenses/006350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006360.json b/landing/lenses/006360.json index 80376eb60fbcbc56294db07ce5b92c55f66d32ec..15d15fa611ed6ac5e753af9801e78695494d0670 100644 --- a/landing/lenses/006360.json +++ b/landing/lenses/006360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006370.json b/landing/lenses/006370.json index f5e86044d5a86fb0b13c43711184a21c2d98d1d8..73a23a8e6cd8e1c58ab9a16b0816efc1fdb0cffd 100644 --- a/landing/lenses/006370.json +++ b/landing/lenses/006370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,8 +1398,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006380.json b/landing/lenses/006380.json index 16e5936911a5463a0077adf53153074f4daad7d4..d36e69a45686eb712490bcf7ac9a3fdd85156446 100644 --- a/landing/lenses/006380.json +++ b/landing/lenses/006380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -70,10 +70,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -143,7 +143,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -285,7 +285,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -335,7 +335,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -603,13 +603,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,10 +1126,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1144,10 +1144,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006400.json b/landing/lenses/006400.json index c666528b50eeb293f110e0469c664f44eff4287e..c81bc90536aa1f84b7b12b92a82d609f53ba6842 100644 --- a/landing/lenses/006400.json +++ b/landing/lenses/006400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 37.07, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 37.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 37.07, + "score": 37.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 37.81, + "score": 38.44, "assumptions": { "scenarioStress": "moderate" } @@ -914,7 +914,7 @@ "reasons": [ "중대형기업 (매출 13조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 53조 (시장 지위)" + "시가총액 58조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006490.json b/landing/lenses/006490.json index d312917ce0160c1ab89ae79d190bb60eb8d26022..bc42b27cf11424a27fb69a37bb73dd0438756009 100644 --- a/landing/lenses/006490.json +++ b/landing/lenses/006490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 569.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 776.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006570.json b/landing/lenses/006570.json index 9aed23beff216ef6828e18480ac7aac817d4e85e..594404480daeec16db4999e633e397cbb91cab2c 100644 --- a/landing/lenses/006570.json +++ b/landing/lenses/006570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 18.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 19.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,15 +1060,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006580.json b/landing/lenses/006580.json index e88f29989d49c58d225e0175dcc40a9211cacff7..1ad571d23e9c8582b139aea95558f522758f64a9 100644 --- a/landing/lenses/006580.json +++ b/landing/lenses/006580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006620.json b/landing/lenses/006620.json index 943798df10a22f2e69593c07c4aabf0afdd4b28f..154c8515e2c931bf30ebd4a819457ba64f31d34b 100644 --- a/landing/lenses/006620.json +++ b/landing/lenses/006620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006650.json b/landing/lenses/006650.json index 71fa65cc847a48a5d693ac4c0062d5930632e86f..1f3812595cd9a76a6d971a976cbd9ddc0604d7e7 100644 --- a/landing/lenses/006650.json +++ b/landing/lenses/006650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006660.json b/landing/lenses/006660.json index 2ec387bd9494596a910def9d622646fd00970a11..c06ded6a5c049d901920e41b6d0da2959e31d74d 100644 --- a/landing/lenses/006660.json +++ b/landing/lenses/006660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006730.json b/landing/lenses/006730.json index b32345f3bbdd9b80729938d77a59b8685c44c47a..eaab8a0071efb6bd817d0ccb731fd6fea65186c7 100644 --- a/landing/lenses/006730.json +++ b/landing/lenses/006730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,15 +1056,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:cf38184a8c62", + "target": "006730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/006740.json b/landing/lenses/006740.json index adfdbafd438e4aff33d32eea3eb2ca91e9fc929e..89dccee5dd8622a4e0c6f28b45530b693fc4c736 100644 --- a/landing/lenses/006740.json +++ b/landing/lenses/006740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006800.json b/landing/lenses/006800.json index 1c9990fb7387d203a1265869d0dfc06d4f350f72..51e11c66a8512c6d54f643e30991ee21270a2c2d 100644 --- a/landing/lenses/006800.json +++ b/landing/lenses/006800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1007,7 +1007,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1015,7 +1015,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1283,7 +1283,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1301,8 +1301,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/006840.json b/landing/lenses/006840.json index c2867eb23f292c4d37452823df6abc611009c412..404211ed428cbdc0c0efeb3387897a47541ae4f6 100644 --- a/landing/lenses/006840.json +++ b/landing/lenses/006840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006880.json b/landing/lenses/006880.json index d4c13aa4688966d11fb6e69ddb3b9de62f883814..b5feb6b577957c6acf85bcf997165badf94dcf13 100644 --- a/landing/lenses/006880.json +++ b/landing/lenses/006880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 10.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1521,7 +1521,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1543,7 +1543,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1561,15 +1561,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/006890.json b/landing/lenses/006890.json index 1eb0bf86a1231bb6cf16b632a5f6969e8d7add24..45eabe3ab169e0eec0ebdf3abe273187f7dc9794 100644 --- a/landing/lenses/006890.json +++ b/landing/lenses/006890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 19.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0068Y0.json b/landing/lenses/0068Y0.json index 267b7f565cbecc2d02f0b37a2af365687f75f8df..1a43bd55c8d06d1e36ab649d5aff1df82a3d879c 100644 --- a/landing/lenses/0068Y0.json +++ b/landing/lenses/0068Y0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006910.json b/landing/lenses/006910.json index 1c6bf60a839b91cc471b2cabab715c23e6ca4c63..298720630365a0a03c218e8fb5fe34d8a03ab93b 100644 --- a/landing/lenses/006910.json +++ b/landing/lenses/006910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.68, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.68, + "grade": "dCR-AA+", + "score": 3.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AAA", - "score": 2.7, + "grade": "dCR-AA+", + "score": 3.7, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006920.json b/landing/lenses/006920.json index 96fae0b6b4514a9c926ad608c9a07b4d38860640..7760697aa4d923aa1ec741139e5142fc251631a5 100644 --- a/landing/lenses/006920.json +++ b/landing/lenses/006920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/006980.json b/landing/lenses/006980.json index aae36a17d614c76b7b7e017c355a4ffb65b53e3b..600328b23f547545a3d1b21cfd1d88e189c8bd3a 100644 --- a/landing/lenses/006980.json +++ b/landing/lenses/006980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007070.json b/landing/lenses/007070.json index a6389c57415ce082f30a9410847d13776295a7e5..3f6bab2efa1157e5fabed0271073946092c134aa 100644 --- a/landing/lenses/007070.json +++ b/landing/lenses/007070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ ] }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1509,88 +1509,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0bbd9f8d1db8", - "target": "007070", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.312 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/007110.json b/landing/lenses/007110.json index 600d095af353c9990c08fad1b743608965223039..53ff01d5c44d7abfe4f7614160e226854f147fb3 100644 --- a/landing/lenses/007110.json +++ b/landing/lenses/007110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007120.json b/landing/lenses/007120.json index 07dbe58b8511bb7de7ef092b9e340b747fc4a275..27ded351477559f41a5740a3459856a05877af66 100644 --- a/landing/lenses/007120.json +++ b/landing/lenses/007120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2020", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,10 +1100,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007160.json b/landing/lenses/007160.json index 92303169d99eebe3d57d68d07570610618557405..9af809c615e2330949f67c7305b08de440d1a856 100644 --- a/landing/lenses/007160.json +++ b/landing/lenses/007160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0071M0.json b/landing/lenses/0071M0.json index 3bdb7aa1c2569f216fb79438d714c924677633ed..f918f6758836d573427cbe3fccd5dbc78f75ce01 100644 --- a/landing/lenses/0071M0.json +++ b/landing/lenses/0071M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007210.json b/landing/lenses/007210.json index 659b7acd86527d6315fd315a09fbe01fc227efe2..3e7c4a7cf8c230c7c162ba85d895192ac6d31d7e 100644 --- a/landing/lenses/007210.json +++ b/landing/lenses/007210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007280.json b/landing/lenses/007280.json index 2d342ba5e8e2886f47fc38e970d036b6fbc4dd92..10b3a99747e8972a4d773da298b1d9d79a0258b6 100644 --- a/landing/lenses/007280.json +++ b/landing/lenses/007280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0072Z0.json b/landing/lenses/0072Z0.json index 677e4228111f40a4df1e1649ced9317cfc8ddaa9..6b10eb9bf5b1f1be95fada42b262ea6bceb9eee9 100644 --- a/landing/lenses/0072Z0.json +++ b/landing/lenses/0072Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007310.json b/landing/lenses/007310.json index d48f667561ccdd234f649d7e86ab388245f47b2e..bb40dc44fd61d2e43a70fa05f863e4248fed7493 100644 --- a/landing/lenses/007310.json +++ b/landing/lenses/007310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007330.json b/landing/lenses/007330.json index 55f02cf0d32951051167b756c18895a842858f1c..9b3eaf4b8d5ec9ac4c56e6b13c706da577a710f3 100644 --- a/landing/lenses/007330.json +++ b/landing/lenses/007330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -655,8 +655,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007340.json b/landing/lenses/007340.json index 32134f750dfa0c207a7c7ca24d0476375432fc97..6a97d151e5e51f2e7e31e6e090054a4064acf705 100644 --- a/landing/lenses/007340.json +++ b/landing/lenses/007340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007370.json b/landing/lenses/007370.json index ff9bc6db0607beb12d299f1f3cadddd0ec4610df..2e6ec572dcbbae7d92073874f21a653727ebf875 100644 --- a/landing/lenses/007370.json +++ b/landing/lenses/007370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 9.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007390.json b/landing/lenses/007390.json index a46c87b814d60da8100022563c12a350810bda8f..0ce91f72a1f15fac0d8ddbfd5f2b3f131437a302 100644 --- a/landing/lenses/007390.json +++ b/landing/lenses/007390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007460.json b/landing/lenses/007460.json index 5f44d3f9889e539dcc6cc0bee63d8c5b306f20bd..d44507385670aa8ddb5988fe9a7b9e2c9c9e0f5b 100644 --- a/landing/lenses/007460.json +++ b/landing/lenses/007460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9999.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007530.json b/landing/lenses/007530.json index f575a6fcd57c401a037bb887d2b3bfff576f4533..0f7288519e4deeff2396094a79370192de17f7e5 100644 --- a/landing/lenses/007530.json +++ b/landing/lenses/007530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007540.json b/landing/lenses/007540.json index ac278400379af8e7d331dd337073a7a3607cefeb..9858bcad344f2270faa63662e3a541f1a04583aa 100644 --- a/landing/lenses/007540.json +++ b/landing/lenses/007540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007570.json b/landing/lenses/007570.json index 8cce4dc60bff7a2ef637e569ac8e170d9aa3fe90..977b4e6007cb33c4cd1d5175a93eba1fbe4b3246 100644 --- a/landing/lenses/007570.json +++ b/landing/lenses/007570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 24.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007590.json b/landing/lenses/007590.json index a13dfe6b89da11447844c4bfcd79bc191a40ce81..d71a52bb812127d3a5d1049f41076acfc1f38053 100644 --- a/landing/lenses/007590.json +++ b/landing/lenses/007590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007610.json b/landing/lenses/007610.json index f4114d157e584bb40355c0e8d8163b56d3d495d6..cae1feaf67cd499c90857ed2d9e9ad146aab5798 100644 --- a/landing/lenses/007610.json +++ b/landing/lenses/007610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 27.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 27.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007660.json b/landing/lenses/007660.json index 76d43607a1e24135b74dcdcd2d991d113fafa469..9558d120408b9969d85ebd9930b354c75d675121 100644 --- a/landing/lenses/007660.json +++ b/landing/lenses/007660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007680.json b/landing/lenses/007680.json index dfa1222866b4a1e27f27179e0e4c73d7469fe372..6fa0fc7ae3ae096a328a168f207ab340c4261df2 100644 --- a/landing/lenses/007680.json +++ b/landing/lenses/007680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1212,7 +1212,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007690.json b/landing/lenses/007690.json index 5e990bc7e0111c6f03eb828f1edf5225209bea8d..3ad5e064f2b2da810398d10d7edda16c03eda442 100644 --- a/landing/lenses/007690.json +++ b/landing/lenses/007690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007700.json b/landing/lenses/007700.json index e55ee6ae5a208d6cd35f81b8355261ff58d0bbbc..3ef086076a882a5b747a6391f1c78d7b1d281b33 100644 --- a/landing/lenses/007700.json +++ b/landing/lenses/007700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007720.json b/landing/lenses/007720.json index c22316284b3b4a6da63604b7fe8540607c19b8c0..1b9d683a477b31821f4fecb409875c2793d11592 100644 --- a/landing/lenses/007720.json +++ b/landing/lenses/007720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1511,7 +1511,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1533,7 +1533,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1551,8 +1551,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/007770.json b/landing/lenses/007770.json index 27ce9cc230374eba2cc2759bf97a2a30537b04bf..34cc59c23a28af36150c05ff350a141030464606 100644 --- a/landing/lenses/007770.json +++ b/landing/lenses/007770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1604,7 +1604,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1626,7 +1626,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1644,8 +1644,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0077H0.json b/landing/lenses/0077H0.json new file mode 100644 index 0000000000000000000000000000000000000000..f4d65c3dfc0c580c68573b6eeb5a82f884d7d2b1 --- /dev/null +++ b/landing/lenses/0077H0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0077H0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0077H0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0077H0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0077H0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-30", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0077H0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0077H0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0077H0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "가용 데이터가 없어 계산 결과가 비었습니다.", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'IS' topic 에서 ['매출액', '영업이익', '당기순이익', '금융비용', '이자비용', '감가상각비', '매출총이익'] 를 찾을 수 없습니다.\n c.panel('IS') 로 전체 행을 확인하세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0077H0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0077H0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/007810.json b/landing/lenses/007810.json index 7779e6920b095dbd8faed61fd858944e288df7a2..d3b2e05873e28ad97f3fb6d085cbe664cc89e5b0 100644 --- a/landing/lenses/007810.json +++ b/landing/lenses/007810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007820.json b/landing/lenses/007820.json index 2b293654ff6d23d7827b73a8fa06526b4d13923d..ee00f6f96f9fb21d723865beab9ae9d6b9ffbb48 100644 --- a/landing/lenses/007820.json +++ b/landing/lenses/007820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 16.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007860.json b/landing/lenses/007860.json index 360a6b50135ed3a5bb36e54521e9af8f88e21b80..c35a05060fd353ff608ef29596001cf6ee8d1dcb 100644 --- a/landing/lenses/007860.json +++ b/landing/lenses/007860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -774,14 +774,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -901,10 +901,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,10 +1118,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/007980.json b/landing/lenses/007980.json index 8200b3ac448f05bd346bd903cd216a92ce216344..91816355789de5944c35e0c3185329bfbdbe65a5 100644 --- a/landing/lenses/007980.json +++ b/landing/lenses/007980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -616,18 +616,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.97, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.97, + "score": 34.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.33, + "grade": "dCR-BB+", + "score": 36.08, "assumptions": { "scenarioStress": "moderate" } @@ -835,11 +835,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -925,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1135,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008040.json b/landing/lenses/008040.json index 0ae3720d2ca23ddbef2d94627109e1101c05bf33..2adcc6a931a98589142debb9dbe27baff564f1bd 100644 --- a/landing/lenses/008040.json +++ b/landing/lenses/008040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008060.json b/landing/lenses/008060.json index c29dbc7a7f21c555bcde9a7877e57a317aa306e7..05d6f225489025c761ff4630e86d24fbf014c446 100644 --- a/landing/lenses/008060.json +++ b/landing/lenses/008060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008110.json b/landing/lenses/008110.json index 25e5dff663b06b1ed057ae0086d8b8e2e7767f9c..3fef9e2d254904fd89f293b5c07496b26b8f6dae 100644 --- a/landing/lenses/008110.json +++ b/landing/lenses/008110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-27", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-27", "period": "2024", "status": "derived", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-27", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008120.json b/landing/lenses/008120.json index 182a2013d6495bd0dc517e46da0beea49d502c77..d1d1c04e8743d8d7eb495950ef864b67f0185b30 100644 --- a/landing/lenses/008120.json +++ b/landing/lenses/008120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -483,14 +483,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -605,10 +605,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -624,10 +624,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -651,10 +651,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -669,10 +669,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -683,7 +683,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -691,7 +691,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008250.json b/landing/lenses/008250.json index cf348b3306c8208135d80c4d89cea29488c98df7..f097ae58d15ac5bcf7af16a22e9fc134508f06f0 100644 --- a/landing/lenses/008250.json +++ b/landing/lenses/008250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.11, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.98, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.11, + "score": 45.98, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.97, + "score": 46.79, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008260.json b/landing/lenses/008260.json index d34d525b38866d42d8640bbd4437054d475ca701..4ac811d2627005ad9dfafaaf7527eb3d6f418fa5 100644 --- a/landing/lenses/008260.json +++ b/landing/lenses/008260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -985,7 +985,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008270.json b/landing/lenses/008270.json index 2b2cc5f833936478cd000bf0798a637148ca1338..16b949aeb910c1a6ad5daf869eb73ed625ad6152 100644 --- a/landing/lenses/008270.json +++ b/landing/lenses/008270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -361,13 +361,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -549,14 +549,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -690,10 +690,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -717,10 +717,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -735,10 +735,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -773,7 +773,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -789,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008290.json b/landing/lenses/008290.json index cf61cbfd6e118cbc3725e9adef22072a81bd8bbf..60678c21aee321d50122b17456fac9ab036383fd 100644 --- a/landing/lenses/008290.json +++ b/landing/lenses/008290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0082N0.json b/landing/lenses/0082N0.json index 0747e1eb48ec6714d58e745923d43fc4d55132db..411838733fd9177444d11cbcbc9818775334f0de 100644 --- a/landing/lenses/0082N0.json +++ b/landing/lenses/0082N0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008340.json b/landing/lenses/008340.json index 3e26329b877c59b556c2c4d12c6d480ce948479d..8c33e0ec0ecb3c70faa803ce84aef587629ec5dd 100644 --- a/landing/lenses/008340.json +++ b/landing/lenses/008340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/008350.json b/landing/lenses/008350.json index b369e834287fb1ede455a826d50b64076858d16d..99c2ad0b7d667489ed3a087985e0c4117d8db374 100644 --- a/landing/lenses/008350.json +++ b/landing/lenses/008350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 34.25, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 32.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 34.25, + "score": 32.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.53, + "score": 32.28, "assumptions": { "scenarioStress": "moderate" } @@ -913,7 +913,6 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1505,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/008370.json b/landing/lenses/008370.json index c87efaa6dd58c016cafd814fd87c2797b3996150..5f2835496cb6fbdc70fcfb48fb6005dd1ef439a1 100644 --- a/landing/lenses/008370.json +++ b/landing/lenses/008370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008420.json b/landing/lenses/008420.json index 0874c0efbd6047e9f24af0b831ac469517f65ab5..017f9e517c8c00a9d519c70b44c6c0f30a79c8b8 100644 --- a/landing/lenses/008420.json +++ b/landing/lenses/008420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008470.json b/landing/lenses/008470.json index 51a5a609c7e88b96522a5298a7b6aa84cf369d76..96553075ebe363d30df0654820194e01fab6aacc 100644 --- a/landing/lenses/008470.json +++ b/landing/lenses/008470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008490.json b/landing/lenses/008490.json index 0bd1b32e209f535e792771058ff23be62c1ffba5..68ee7a5e2763257d784729bb808708bd775b6a07 100644 --- a/landing/lenses/008490.json +++ b/landing/lenses/008490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008500.json b/landing/lenses/008500.json index 61fe80998787cef14603ab49a46d9e65e7002f6e..143dcccf307754b5af6b97a9f8ea201b3008dabf 100644 --- a/landing/lenses/008500.json +++ b/landing/lenses/008500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-29", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-29", "period": "2024", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-29", "period": "2024", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008560.json b/landing/lenses/008560.json index 8db6dcebf984b52978ecb0ff737a92198fc64107..4f84c2ce12a1b5f42933240895e798acc1340347 100644 --- a/landing/lenses/008560.json +++ b/landing/lenses/008560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -558,14 +558,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -680,10 +680,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -948,7 +948,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008600.json b/landing/lenses/008600.json index af7e3f95a8c6a69d99f31676c40c0681956e3aa5..69360fc51914c4e4e27e4239193bcf226f4ae8d6 100644 --- a/landing/lenses/008600.json +++ b/landing/lenses/008600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 652.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 699.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008670.json b/landing/lenses/008670.json index 0b7c05ea375f6db7c625a1bd25e78ce81983ac76..f434d50c5f772632e495e41dadd2b1031628dfe6 100644 --- a/landing/lenses/008670.json +++ b/landing/lenses/008670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -626,14 +626,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -794,10 +794,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -812,10 +812,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -850,7 +850,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008700.json b/landing/lenses/008700.json index ad2c4e7c8efeee6cf0dcc6bbe53315d1defb3879..7dbbd86a48c1b2648b2090d56202c126710e4c24 100644 --- a/landing/lenses/008700.json +++ b/landing/lenses/008700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008730.json b/landing/lenses/008730.json index c930a4bd67d799d6d4b2810503aea2366593924b..fc3e7f61cd03f0ae67a21b28b5d0e9c9a5c1d06e 100644 --- a/landing/lenses/008730.json +++ b/landing/lenses/008730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 20.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008770.json b/landing/lenses/008770.json index ab835bca3a4efe015c8a2bfd7c12495441187356..db3aae4900f5a91d189f9aa1a885fbf556caed80 100644 --- a/landing/lenses/008770.json +++ b/landing/lenses/008770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008800.json b/landing/lenses/008800.json index 5cc5961a0f8aae08ac158cb473d5cf07b7175095..860506ee69564ca6ac54a24e25475d2fcf57a17f 100644 --- a/landing/lenses/008800.json +++ b/landing/lenses/008800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008830.json b/landing/lenses/008830.json index 6e3c7c7043e8e65444f47ac7a77ae4f14dc50f79..5c0f41d02acac0d0f4affc538c9bb72fd34da595 100644 --- a/landing/lenses/008830.json +++ b/landing/lenses/008830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.88%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008870.json b/landing/lenses/008870.json index 8d52a1a50453fde8b80075708da887b005b45926..3df1c2a8b2373b23fc68d92924d9cef78f566ba2 100644 --- a/landing/lenses/008870.json +++ b/landing/lenses/008870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088D0.json b/landing/lenses/0088D0.json index d7ad412bd610e7ec592bef83a16917fd301e8554..59035354cceab07e755ae7d3afc91c09943e6597 100644 --- a/landing/lenses/0088D0.json +++ b/landing/lenses/0088D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0088M0.json b/landing/lenses/0088M0.json index 6ba7303e251ab9034a00f0dc03d31b5dbfa1758a..a629cf4112d36aaf2e91b738a87d4efe91693ea0 100644 --- a/landing/lenses/0088M0.json +++ b/landing/lenses/0088M0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008930.json b/landing/lenses/008930.json index 41145eeb7204e3b1ec8ba1e8ba18c230328ed524..222e46923169a823717c2f259e64121374c1559f 100644 --- a/landing/lenses/008930.json +++ b/landing/lenses/008930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -765,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -788,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -796,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/008970.json b/landing/lenses/008970.json index 4041806a2b351c5cfd4e0319a5e901ee7275074b..623c065e6f92a0c52a3252f5b9b1e83f0e98e420 100644 --- a/landing/lenses/008970.json +++ b/landing/lenses/008970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 14.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 16.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 27.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009070.json b/landing/lenses/009070.json index 8eda3b2fff458cc488de9eb44939633c7f3f2af6..bf5255bdcf40dfaf2a1509e725aa2ba3a7e47337 100644 --- a/landing/lenses/009070.json +++ b/landing/lenses/009070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009140.json b/landing/lenses/009140.json index f14f024fb52ee0a8d7ec0ef3226d0167710681d8..b36f7ecb23edee32aced04be472dde5bfe2595be 100644 --- a/landing/lenses/009140.json +++ b/landing/lenses/009140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009150.json b/landing/lenses/009150.json index d2ad1e1a47328490235ea93705cf3951a11dcc19..ca1eb00f17f7ad4fde1ccb554d1e858f8c5b551c 100644 --- a/landing/lenses/009150.json +++ b/landing/lenses/009150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1154,8 +1154,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009160.json b/landing/lenses/009160.json index b6b84ed2704f234159deeac8dfb49d733c890764..092046f2706d16eaf9e7750b2ddbaa75bb6052b1 100644 --- a/landing/lenses/009160.json +++ b/landing/lenses/009160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009180.json b/landing/lenses/009180.json index 920773fe95ee5503d78a71e28e431ab6ba649b7d..4ab5f53f376c284bc9708955c72568eeaf864f16 100644 --- a/landing/lenses/009180.json +++ b/landing/lenses/009180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009190.json b/landing/lenses/009190.json index 9b537435b4901e04b308628756c27438659976cc..6545fe3ca27352313f44544cb59285fc494a4e5d 100644 --- a/landing/lenses/009190.json +++ b/landing/lenses/009190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-28", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-28", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-28", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-28", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0091W0.json b/landing/lenses/0091W0.json index eb17797c21725d044003361c570d17bbab2bc451..4bbcd5f2070c3dcbcde2073dbd9266dd625832fe 100644 --- a/landing/lenses/0091W0.json +++ b/landing/lenses/0091W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009200.json b/landing/lenses/009200.json index 6d1511520dc00bb8974e74e73bf18b783c22292b..5f3dc7103971364d4fa71446cffb5169c94c1001 100644 --- a/landing/lenses/009200.json +++ b/landing/lenses/009200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009240.json b/landing/lenses/009240.json index 04d7f825df6302f239c32888a3229bd63fa48877..6d8e192c34f4272000e3eb3b19edde8204e47671 100644 --- a/landing/lenses/009240.json +++ b/landing/lenses/009240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009270.json b/landing/lenses/009270.json index dc3cbcff81b3f77e7c92cb3e5d7c8ccb6b7a16ec..fa3182f03c9768eb8cf7a72cb7859e6e115fd086 100644 --- a/landing/lenses/009270.json +++ b/landing/lenses/009270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.92, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.23, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.92, + "grade": "dCR-BB-", + "score": 45.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 50.26, + "grade": "dCR-BB-", + "score": 46.65, "assumptions": { "scenarioStress": "moderate" } @@ -906,12 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 15.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009290.json b/landing/lenses/009290.json index 34126b51e69fb3b5acd94cedcf41c67ec363e321..b20303ec5ea2504974239bc4a8febbdfa6d64284 100644 --- a/landing/lenses/009290.json +++ b/landing/lenses/009290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009300.json b/landing/lenses/009300.json index 27eb066a7edbafb2f975e0a31b5a858d1e3ebf56..e2648e7a10e451a993ffa8d78225053df0f6d677 100644 --- a/landing/lenses/009300.json +++ b/landing/lenses/009300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009310.json b/landing/lenses/009310.json index 4bc2bb12df97a7c1cbbdb2be7830e702f637ad0e..31cc7587f064d74e2fdfffec634641366090fb16 100644 --- a/landing/lenses/009310.json +++ b/landing/lenses/009310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-11", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-11", "period": "2024", "status": "derived", @@ -1134,7 +1134,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-11", "period": "2024", "status": "observed", @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009320.json b/landing/lenses/009320.json index 317cdce7a34f1da62132bfad25cadf56035822bd..b43c1cc78c6ba038402ff2f79ca7639e1ad13be2 100644 --- a/landing/lenses/009320.json +++ b/landing/lenses/009320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0093G0.json b/landing/lenses/0093G0.json index a287cb9e3b3a4db4e269cab9c05f57fedbfb052f..aa99d164c527bf91a3f9c732e71e68982871759a 100644 --- a/landing/lenses/0093G0.json +++ b/landing/lenses/0093G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009410.json b/landing/lenses/009410.json index 8ad2c1ce5cb602e18be84b332ebdba12b962f260..c0e9c8f4352999e973856a0992a7f5c8a182aec8 100644 --- a/landing/lenses/009410.json +++ b/landing/lenses/009410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009420.json b/landing/lenses/009420.json index d9d373a2b6012dbaae10e6d84a7d460b7bbd7300..66be1096247ea51820f4ba515c9523c74489d33d 100644 --- a/landing/lenses/009420.json +++ b/landing/lenses/009420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009440.json b/landing/lenses/009440.json index 86ff8f0cf315a9fc9ca5a85c78f041a37366c354..f88a35175347d61452c76585fd98c0806b112ba3 100644 --- a/landing/lenses/009440.json +++ b/landing/lenses/009440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009450.json b/landing/lenses/009450.json index bad73a9ce959e2a0873a8b64e37e6fd8024519de..6f886dd93e2e78123fa51ae76320e1d96667b97c 100644 --- a/landing/lenses/009450.json +++ b/landing/lenses/009450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1522,7 +1522,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1544,7 +1544,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1562,15 +1562,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/009460.json b/landing/lenses/009460.json index 12ae1f376cfdfbf4fddcffc5cbf5dd6864b4d623..a79787f645432af6cd423169f259315afe1aa6e1 100644 --- a/landing/lenses/009460.json +++ b/landing/lenses/009460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009470.json b/landing/lenses/009470.json index 5480a40b9ecca0a0a9c42123e33c375e565ae22b..4a3a63c880c7fbc3a33ae6b3e5fb93b10b655215 100644 --- a/landing/lenses/009470.json +++ b/landing/lenses/009470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/009520.json b/landing/lenses/009520.json index 52e8b20403487c43e6e79f26f77f9fe4f9cf79be..5a0b116bb5e229a521df009a7369cea3a923da54 100644 --- a/landing/lenses/009520.json +++ b/landing/lenses/009520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009540.json b/landing/lenses/009540.json index de805b79f548fd01ab6592f6760f4c7a54576ce0..8a80a0b248beffe2815ca7fdcb25d46b93e0d9ac 100644 --- a/landing/lenses/009540.json +++ b/landing/lenses/009540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,14 +618,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -735,186 +735,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "009540", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 1.0, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.275, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 1.0 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -925,10 +745,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -944,10 +764,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -971,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -985,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -993,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1009,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1149,8 +969,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 1 + "partial": 3 }, "gaps": [ { @@ -1163,7 +982,7 @@ { "engine": "credit", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1208,11 +1027,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1243,8 +1060,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/009580.json b/landing/lenses/009580.json index ab6b818e9b59658fe0789a777ffb1a60ea72673a..164fab221076ffc985bf0f099b458ca1e1d8243d 100644 --- a/landing/lenses/009580.json +++ b/landing/lenses/009580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 21.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", "D/EBITDA 37.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009620.json b/landing/lenses/009620.json index 7fe47ef961cf32ecb2352c4b9fdbf5c379593531..27bb23ddbb9a3955b0669a92186788f4bc36bba9 100644 --- a/landing/lenses/009620.json +++ b/landing/lenses/009620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "자본구조 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009680.json b/landing/lenses/009680.json index 98bd03148f96f2566378fe2f725e3d9e443c0e20..381ed2f1274977c115a5a42453e6941245be5b55 100644 --- a/landing/lenses/009680.json +++ b/landing/lenses/009680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096B0.json b/landing/lenses/0096B0.json index 894089a6976938fac121d7e9a6a5625227155db0..b5a859a020a7dade84caa3e4ef099ecd7614829d 100644 --- a/landing/lenses/0096B0.json +++ b/landing/lenses/0096B0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0096D0.json b/landing/lenses/0096D0.json index f50be56cf795a82658ba960fcc55091c16167a0b..608b4f2f7eb30652b72bab22662c1b56149bcb59 100644 --- a/landing/lenses/0096D0.json +++ b/landing/lenses/0096D0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009730.json b/landing/lenses/009730.json index 3b4c9c521211c1e440939fea9bbd638ba12e5b04..971b9d0544ca135e32125d3e4873c41571c16796 100644 --- a/landing/lenses/009730.json +++ b/landing/lenses/009730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 164.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 159.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009770.json b/landing/lenses/009770.json index fb959e121383fb4565f789f8dac7b5d6beca84c8..367b010ebe885d7ebf0361a77567dcb06246e0fc 100644 --- a/landing/lenses/009770.json +++ b/landing/lenses/009770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009780.json b/landing/lenses/009780.json index c9f33534d000b11b2510dc53da95c37f23e1cd98..532e2a47b3961299a4b9317f1b1ce9d86664ad16 100644 --- a/landing/lenses/009780.json +++ b/landing/lenses/009780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0097F0.json b/landing/lenses/0097F0.json index 6742dd369f32d5ea8eed77e054c616a1721dc9fb..e557b8ec9bb5056a2fd7a451b94553a92802c267 100644 --- a/landing/lenses/0097F0.json +++ b/landing/lenses/0097F0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009810.json b/landing/lenses/009810.json index 3e4843a098180968807aa0b55ef3e89bfa34c6fc..7e803e51e99c2fc445c0b9f532279930cd1dd3f9 100644 --- a/landing/lenses/009810.json +++ b/landing/lenses/009810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009830.json b/landing/lenses/009830.json index 7569d06d640331e823c25b3310a9def1d04d8aeb..62e1c9970f92bb8045904e5c6145173d9affdea8 100644 --- a/landing/lenses/009830.json +++ b/landing/lenses/009830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0098T0.json b/landing/lenses/0098T0.json index 0dce6bf261c8ccfe1d4f986e1bcc20e7b37217ce..17ca3c149c0d11551ca9716ed6bd5dd18c13dc38 100644 --- a/landing/lenses/0098T0.json +++ b/landing/lenses/0098T0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009900.json b/landing/lenses/009900.json index 3a1a8f0d643179025739d0debfa06bb7c30fee94..2b3d52db39243da0fa533c1ea17bac3879cb5bf2 100644 --- a/landing/lenses/009900.json +++ b/landing/lenses/009900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.86%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1032,8 +1032,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1085,10 +1085,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/009970.json b/landing/lenses/009970.json index 7414a1b1cae0fcd776b347969b9c23ce6ec5faf1..282365c172341b47bdf36376fa07f0085976b0ee 100644 --- a/landing/lenses/009970.json +++ b/landing/lenses/009970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099W0.json b/landing/lenses/0099W0.json index 098bfea3f5feff6d299de7ecd90b268731095158..41abe42865be1ef9b2bbfd0dfd5fdae43a391c4a 100644 --- a/landing/lenses/0099W0.json +++ b/landing/lenses/0099W0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0099X0.json b/landing/lenses/0099X0.json index e590367c28473d915c988f119b0e690f26ddd64a..cf65a02c267b27cce9c3b5e4d8beb7da4245c833 100644 --- a/landing/lenses/0099X0.json +++ b/landing/lenses/0099X0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -57,7 +57,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 12.26, + "value": 12.36, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -209,7 +209,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 12.26, + "value": 12.36, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010040.json b/landing/lenses/010040.json index 8d74a28b34a937ceb9e401c296b8e6436247303a..b7a05f0f270b1f9e34b60055f7626b01b5c9d9c1 100644 --- a/landing/lenses/010040.json +++ b/landing/lenses/010040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.05%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010060.json b/landing/lenses/010060.json index e115a6c202dd5357ffcb2d84fb6cb2a8293338d2..d3dffcf07fce2ddb41c2a12f68dcaddfb0cd4b45 100644 --- a/landing/lenses/010060.json +++ b/landing/lenses/010060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,10 +1121,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1139,10 +1139,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010100.json b/landing/lenses/010100.json index e107c18b095955c957100324c0ffd2f90b78d969..49f8f84bf204ea1f74d965cf3fb2ac90f9a609c9 100644 --- a/landing/lenses/010100.json +++ b/landing/lenses/010100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010120.json b/landing/lenses/010120.json index 7774bc7568d2723cddfebcdb09c73b2529588d33..33fa7d7d15c68016960235d50cf495b19016aa06 100644 --- a/landing/lenses/010120.json +++ b/landing/lenses/010120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 15.70, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 18.30, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 15.7, + "grade": "dCR-A", + "score": 18.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 17.06, + "grade": "dCR-A-", + "score": 19.75, "assumptions": { "scenarioStress": "moderate" } @@ -841,7 +841,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -910,14 +910,15 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ - "시가총액 22조" + "시가총액 21조" ] }, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010130.json b/landing/lenses/010130.json index 45626fa443e6ba0c0e884b1a6d6268456229edaf..139875f47fabe2efd3dfd945b0bd710e91f9b0cc 100644 --- a/landing/lenses/010130.json +++ b/landing/lenses/010130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:44564d7a7d25", + "target": "010130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.483 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010140.json b/landing/lenses/010140.json index ecb50a3c257406389240f546d098aeb5f235db7e..50f40136224949ccc71648e7260ff746f58374ae 100644 --- a/landing/lenses/010140.json +++ b/landing/lenses/010140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010170.json b/landing/lenses/010170.json index 787c19f83f38ac65194889bbd47b3b7160843915..d3b7bad754c7fb309ea40143352f87ae4e54e754 100644 --- a/landing/lenses/010170.json +++ b/landing/lenses/010170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0101C0.json b/landing/lenses/0101C0.json index 902f6c43ee6f2f7719d906b74f58dd265fa8f815..39dec7576867feb2e65dc460b44cbe3b4712d79f 100644 --- a/landing/lenses/0101C0.json +++ b/landing/lenses/0101C0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -495,146 +495,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "0101C0", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "knowledgeBoundary": "2026-10-25" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -645,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -936,7 +796,7 @@ } }, "statusCounts": { - "partial": 3, + "partial": 2, "blocked": 2 }, "gaps": [ @@ -1067,25 +927,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1145,7 +989,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/010240.json b/landing/lenses/010240.json index 32f38715e2814f4dc00fa8ff144213ceded41569..df76d65009c6eea74cf7ca2614316a0e1e418699 100644 --- a/landing/lenses/010240.json +++ b/landing/lenses/010240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010280.json b/landing/lenses/010280.json index ae83b1bf176ce81bd0e9574f195a8003b32cbf0a..502cde1e06ab55afebf356576d08c7a01c0c37a9 100644 --- a/landing/lenses/010280.json +++ b/landing/lenses/010280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010400.json b/landing/lenses/010400.json index 1507d10edfae7fbe7477531c1bcd0e33e02b723c..01752a8c3c8b11b58668b642007a2c7c23c128cc 100644 --- a/landing/lenses/010400.json +++ b/landing/lenses/010400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,8 +1489,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/010420.json b/landing/lenses/010420.json index b1bbc2d75df8f3bedf297e9286c007480f7e435e..bb5b33039916627e005895c65e096d9926cf223b 100644 --- a/landing/lenses/010420.json +++ b/landing/lenses/010420.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/010470.json b/landing/lenses/010470.json index fb7d7d139467fa056c1698d8cba20bd24dd48344..00c25b758e50b811a820765f9897538d5d8b31e6 100644 --- a/landing/lenses/010470.json +++ b/landing/lenses/010470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010580.json b/landing/lenses/010580.json index 3a88cdb4c0e684861b56c36c6e93ea7b5cf271e6..b3b0f06a69e5e6204cfa2d6598932201c28ff02c 100644 --- a/landing/lenses/010580.json +++ b/landing/lenses/010580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0105P0.json b/landing/lenses/0105P0.json index 6b762a565fb5e79292c19ec02de37fa0c487ad11..3fe2fcd4b774c8e3c296bd975bd0ccf147204d6c 100644 --- a/landing/lenses/0105P0.json +++ b/landing/lenses/0105P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010600.json b/landing/lenses/010600.json index 918330c87ca5eeebea16c795cc8a948702e9d4ac..a511eeae0b645a14acda7e865fac21d02df5b558 100644 --- a/landing/lenses/010600.json +++ b/landing/lenses/010600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,10 +1112,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1130,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010620.json b/landing/lenses/010620.json index 7c1177d96fb2d9d0e639c9d1d25099ee82ba9a8c..da7420b94868605c41f3e0c7abeb8093d3399756 100644 --- a/landing/lenses/010620.json +++ b/landing/lenses/010620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 26.63, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.39, + "score": 26.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.47, + "score": 27.91, "assumptions": { "scenarioStress": "moderate" } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-26", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-26", "period": "2024", "status": "derived", @@ -1122,16 +1122,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-26", "period": "2024", "status": "observed", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010640.json b/landing/lenses/010640.json index 47e24553b9f50c3238d0ec30485fb6329c6f1b5b..0d7b15454fb2a2e1ce83722a575d309e88ad9586 100644 --- a/landing/lenses/010640.json +++ b/landing/lenses/010640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -944,14 +944,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1300,10 +1300,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1354,7 +1354,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010660.json b/landing/lenses/010660.json index f66f7ab7f4b20c629eaed107ab48a789df6b06fd..03ad919b1bcae26e4cd8881135487a78509d31ae 100644 --- a/landing/lenses/010660.json +++ b/landing/lenses/010660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010690.json b/landing/lenses/010690.json index 4d59ddac7259de45f8b1f13f4fad82202ab79d3d..ba3c249e7723a13d68d91b4bd656ed2ad492ed96 100644 --- a/landing/lenses/010690.json +++ b/landing/lenses/010690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010770.json b/landing/lenses/010770.json index f5a9448b531f7ffc36acbc730c770181bf90292e..a9900a699589d78922105bc00fe6a749e7e3264e 100644 --- a/landing/lenses/010770.json +++ b/landing/lenses/010770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,10 +1289,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1307,10 +1307,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1361,7 +1361,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1685,7 +1685,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1707,7 +1707,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1725,15 +1725,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/010780.json b/landing/lenses/010780.json index 3a413a9fb575a002fea79bf9d1dabf6b934e3405..b4f0c6817cc43021a76e553a14369aa0818587c9 100644 --- a/landing/lenses/010780.json +++ b/landing/lenses/010780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010820.json b/landing/lenses/010820.json index 66b947dce09f8d63b8a381b0fb1e82ab5d1b5bad..9d4f0090aa19014f93d3260b64aa9d42649e1c7c 100644 --- a/landing/lenses/010820.json +++ b/landing/lenses/010820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,14 +622,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -768,10 +768,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ { "engine": "credit", "status": "blocked", - "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=SourceUnavailableError, yahooChart=SourceUnavailableError, naverGlobal=SourceUnavailableError, fmp=SourceUnavailable" + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", diff --git a/landing/lenses/010950.json b/landing/lenses/010950.json index 2385a9b42cb08caec042283d612193cf112996f3..ef482c1b662c9f6d5ff8b4a569fdd781e46dce5f 100644 --- a/landing/lenses/010950.json +++ b/landing/lenses/010950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/010960.json b/landing/lenses/010960.json index e263f05a82d0d215b475e9f4d804c142ee12919c..cbc3859e1773317538176dbf206f3fc8dd5732b5 100644 --- a/landing/lenses/010960.json +++ b/landing/lenses/010960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/011000.json b/landing/lenses/011000.json index 650df3b53457e09e29f9910a5fcaf5e59963562a..ba74fec29baec05549114d9937327655c2650d1d 100644 --- a/landing/lenses/011000.json +++ b/landing/lenses/011000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1780.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1751.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-21", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-21", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-21", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011040.json b/landing/lenses/011040.json index fafb5da971bcb275f494f491211bd778427f341b..56201fdebdb3df22f7ecfaf1c06227ebd1fd99ae 100644 --- a/landing/lenses/011040.json +++ b/landing/lenses/011040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011070.json b/landing/lenses/011070.json index 231a05147e0978f2dd5a2faba170c41bca138187..066a8635a7d6f444c2f0b50e2aef55147e886dca 100644 --- a/landing/lenses/011070.json +++ b/landing/lenses/011070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 11.62, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 13.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 11.62, + "score": 13.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.03, + "score": 14.41, "assumptions": { "scenarioStress": "moderate" } @@ -919,6 +919,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1228,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1241,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011080.json b/landing/lenses/011080.json index b2a61a16f0a334a2e9f7444d6f4efbd81e5de754..bb69b2b7892eedd7f92231163573155a901299f3 100644 --- a/landing/lenses/011080.json +++ b/landing/lenses/011080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 97.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9fb4c98839f7", + "target": "011080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011090.json b/landing/lenses/011090.json index be1f0ab2a9b5470c45ef53e0fd8eed84528c9bcf..5dfee9efc9944bcaa74ea31aa9f3b1486b2b430b 100644 --- a/landing/lenses/011090.json +++ b/landing/lenses/011090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.64%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011150.json b/landing/lenses/011150.json index 0797eb917aaddb3be3062d0d599e7b426545f911..4d31ee442cfdfdd72c519556d73524bdc61d3236 100644 --- a/landing/lenses/011150.json +++ b/landing/lenses/011150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011160.json b/landing/lenses/011160.json index 2418ddacd6a54004cc33f1e0fe52fb55e6f878a4..a368e985f3a6ebbaee4f8906e947a90863b255f6 100644 --- a/landing/lenses/011160.json +++ b/landing/lenses/011160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -511,94 +511,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "011160", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": null, - "period": null, - "knowledgeBoundary": "2026-10-25" - }, - "status": "blocked", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "blocked", - "score": 8.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [], - "claims": [], - "evidence": [], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -609,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -901,7 +813,7 @@ }, "statusCounts": { "partial": 2, - "blocked": 3 + "blocked": 2 }, "gaps": [ { @@ -1024,32 +936,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" - }, - { - "id": "quant.priceReaction", - "status": "missing", - "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", - "sourceRef": "dartlab://quant/verdict", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1109,7 +998,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011170.json b/landing/lenses/011170.json index 06b95d33eb23d842b7ed2a9592044075e87dd4ef..12df27164e13365b7d61b69d2c47c2b7042184ae 100644 --- a/landing/lenses/011170.json +++ b/landing/lenses/011170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.19%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011200.json b/landing/lenses/011200.json index c7eea9a5ad5437357b37c96741659cfaffdc3987..c0e60cf44c12f0e18f1341e60227fc4a77f595a8 100644 --- a/landing/lenses/011200.json +++ b/landing/lenses/011200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011210.json b/landing/lenses/011210.json index 1504f8c9712314fba8e262bbb6d6a7c01c69d987..822452c7a94866798d52b1cfdada942d1552c752 100644 --- a/landing/lenses/011210.json +++ b/landing/lenses/011210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011230.json b/landing/lenses/011230.json index 300a8b70082b9c70ca00001ea5a4da6075b5ecac..0b2740d5c03e1c8bb0c5808aaabeb2a882cfc51b 100644 --- a/landing/lenses/011230.json +++ b/landing/lenses/011230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "유동성 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 53.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 54.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011280.json b/landing/lenses/011280.json index 83e2b1fd7a3e85d0d852904b3def3e42b34dc3b1..d989e8af588534ee1d216a4c60bf19608f81626c 100644 --- a/landing/lenses/011280.json +++ b/landing/lenses/011280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 82점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 10.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 11.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 38.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011300.json b/landing/lenses/011300.json index d208ad5776f5bc72bbdb7b96d1713de011e0c278..a923e8f28b572cc0b60f33c30dd4c54411912353 100644 --- a/landing/lenses/011300.json +++ b/landing/lenses/011300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 41.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.54, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,14 +742,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 41.23, + "score": 41.54, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.87, + "grade": "dCR-BB-", + "score": 42.34, "assumptions": { "scenarioStress": "moderate" } @@ -765,6 +765,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -836,7 +841,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 27.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1011,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1024,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1177,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011320.json b/landing/lenses/011320.json index 6167537c9f2f8480d2323fcede3a3f4ba644c963..9dd7647fd71b8c2de360050bb9b1ce3ef20443a8 100644 --- a/landing/lenses/011320.json +++ b/landing/lenses/011320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/011330.json b/landing/lenses/011330.json index ec55934c4d47ea32053e1dfa4e980749e8b22ed7..aea8f3ab10d0b0824f61a80683d525f5ad6caa36 100644 --- a/landing/lenses/011330.json +++ b/landing/lenses/011330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 35.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011370.json b/landing/lenses/011370.json index b416413d6b9a451b890c0cb141da89cce5084409..2b0857d26dab25201856b30ebf830bd541de0519 100644 --- a/landing/lenses/011370.json +++ b/landing/lenses/011370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:566270f10fd6", + "target": "011370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.322 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/011390.json b/landing/lenses/011390.json index 68846d05e7e9e2ee806d270187e52692037de1ec..820d487f54e50d3ea4a06c89c699c1553635c750 100644 --- a/landing/lenses/011390.json +++ b/landing/lenses/011390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 19.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 13.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 30.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011400.json b/landing/lenses/011400.json index e7f35004a81545d5cbc4ea697f16341e4a394805..a9040216cbeaf3725ebbb993612fa1f7398149ce 100644 --- a/landing/lenses/011400.json +++ b/landing/lenses/011400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011420.json b/landing/lenses/011420.json index ae643d41633cf3dfe9b6fb479d58e336f7404f53..a7120559c1edc37d6c64913263f6640c4069f8dc 100644 --- a/landing/lenses/011420.json +++ b/landing/lenses/011420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011500.json b/landing/lenses/011500.json index ec269ee1693c19c74cdfe6366c92a3b5fbdd176d..8b22ef12ddb01764115dc67e401b1cf73385c50c 100644 --- a/landing/lenses/011500.json +++ b/landing/lenses/011500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011560.json b/landing/lenses/011560.json index f8894d79f7ca640e2814fb32c328cb7e764540d7..4debd2c15ccd086dcd98365a8c7f1eb9a5a7d338 100644 --- a/landing/lenses/011560.json +++ b/landing/lenses/011560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/0115H0.json b/landing/lenses/0115H0.json index 88cc531c9fef31c3e00509ce645c328b5fd2e358..bb330ca60208a27c9f7a50570559038b915f91e4 100644 --- a/landing/lenses/0115H0.json +++ b/landing/lenses/0115H0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011690.json b/landing/lenses/011690.json index 91dcacf26420797449f41b9750842d3e29e74357..ccb69b3ca42ee0c721e9b26dac2666b48c670f06 100644 --- a/landing/lenses/011690.json +++ b/landing/lenses/011690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.10, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.35, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 29.1, + "score": 31.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.4, + "score": 31.65, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1077,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1159,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1240,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011700.json b/landing/lenses/011700.json index 0bbc882c680bfdfc33d1dca65fb2590a73eec8b5..99b281275870d805a7855381ff30a31635573786 100644 --- a/landing/lenses/011700.json +++ b/landing/lenses/011700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011760.json b/landing/lenses/011760.json index 99f57302bcf768f741f3acd531f67d2168da9f41..2f3a5b3362dde036a59f085ec47d1e5d7b29a0cc 100644 --- a/landing/lenses/011760.json +++ b/landing/lenses/011760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/011780.json b/landing/lenses/011780.json index b7f7347e9fe41bba4fc73f7917cdcde9a256883d..de7150e5ea8f1bd8b072bc80a0af84d8c79f372e 100644 --- a/landing/lenses/011780.json +++ b/landing/lenses/011780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011790.json b/landing/lenses/011790.json index 7d9785206b24fc4ac8e0bc70a582f028e85af657..0d153e5bd58012539b20097659729020a3cc9759 100644 --- a/landing/lenses/011790.json +++ b/landing/lenses/011790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-B", - "summary": "dCR 위험점수 60.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B-", + "summary": "dCR 위험점수 63.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B", - "score": 60.25, + "grade": "dCR-B-", + "score": 63.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B", - "score": 61.37, + "grade": "dCR-B-", + "score": 64.37, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 7.0, + "pdEstimate": 10.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0117P0.json b/landing/lenses/0117P0.json index 6b25ba1b58d62b520b98f5b319fed354ff8acff4..3e7ea9c4b61d4e5f4e8cbce98d09137b535c9176 100644 --- a/landing/lenses/0117P0.json +++ b/landing/lenses/0117P0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011810.json b/landing/lenses/011810.json index 578fc337de85b02d434a34ee51bab4001ed6a02d..cfb11dddcd2ae918901f526e9dcad115012297dc 100644 --- a/landing/lenses/011810.json +++ b/landing/lenses/011810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/011930.json b/landing/lenses/011930.json index 33072f5d5c72d312711a14a95d65f95180b6107c..c120f178344c8a52a4352caec498d1231e6827cb 100644 --- a/landing/lenses/011930.json +++ b/landing/lenses/011930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 19.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.95%). 최근 주가 하락이 반영된 결과", "D/EBITDA 174.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012030.json b/landing/lenses/012030.json index 9b1f1c26257c3079f2d475f5683bf7344408ac20..8f53ad4abad93e0dd4bb6d54a67f7b1005cf08bb 100644 --- a/landing/lenses/012030.json +++ b/landing/lenses/012030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -607,310 +607,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "012030", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 25.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.75, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 52.69, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 7.9, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 43.85, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 10.96, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 레버리지 부담이 있다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012030/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 보통 수준이다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012030/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 IT 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012030/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/012030/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 43.85, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/자본구조", - "status": "derived", - "detail": "위험점수 25.79, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/유동성", - "status": "derived", - "detail": "위험점수 52.69, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/현금흐름", - "status": "derived", - "detail": "위험점수 25.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/사업안정성", - "status": "derived", - "detail": "위험점수 27.53, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/012030/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB+", - "score": 34.08, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.66, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 37.87, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2025", - "score": 42.67, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2024", - "score": 47.55, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2023", - "score": 32.99, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2022", - "score": 14.36, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2021", - "score": 12.13, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2020", - "score": 16.16, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2019", - "score": 20.79, - "grade": "BBB+", - "pdEstimate": 0.15 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.75, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 53점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -921,14 +617,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1038,186 +734,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "012030", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.75, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.105, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.75 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1228,10 +744,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +763,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +790,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1288,7 +804,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,8 +968,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1464,11 +979,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1513,11 +1026,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1548,8 +1059,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0120G0.json b/landing/lenses/0120G0.json index 491cbd7a3a78bc4ed01ce5f42856c1f05258a280..cee84953362e4954fb7448ebb132ad543469de63 100644 --- a/landing/lenses/0120G0.json +++ b/landing/lenses/0120G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012160.json b/landing/lenses/012160.json index 02ba3a3156f7fafd17f2c16f5e7807f5b80166dd..8fbab8e75a9b7c1555af84132d830baf4119a641 100644 --- a/landing/lenses/012160.json +++ b/landing/lenses/012160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012170.json b/landing/lenses/012170.json index 2acefbe73c3836d67883f398abb745d2e728cc97..5c97ae3b5cc370245cac5ed5fecd27223452b4d0 100644 --- a/landing/lenses/012170.json +++ b/landing/lenses/012170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 44.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.37, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 44.34, + "grade": "dCR-BB", + "score": 40.37, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.01, + "grade": "dCR-BB", + "score": 41.07, "assumptions": { "scenarioStress": "moderate" } @@ -833,12 +833,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1013,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1026,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1104,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1138,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1147,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1160,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1382,12 +1381,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:69777adac566", + "target": "012170", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.336 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/012200.json b/landing/lenses/012200.json index 39bcb404244fb3c7b87e69b7076653e7a40e9f40..68008f730c0a1543c103340d0a30e0ff8bd10147 100644 --- a/landing/lenses/012200.json +++ b/landing/lenses/012200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012210.json b/landing/lenses/012210.json index ec09c1d12ad733bee034b5d8608b5bfcfe201aa3..c1960d0313678b344753833af725fc3b1b5cc1cf 100644 --- a/landing/lenses/012210.json +++ b/landing/lenses/012210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -433,13 +433,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -610,14 +610,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -737,10 +737,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -809,7 +809,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012280.json b/landing/lenses/012280.json index 0e948af5ae15f8da877d056bff66039fcbed4e90..f96d2521a8e1fbe24c0c1bfc64887d535b811db5 100644 --- a/landing/lenses/012280.json +++ b/landing/lenses/012280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012320.json b/landing/lenses/012320.json index de7045f5d143d3d785ee52a067671fa9b9c37e87..934683b9a859309298a101e4e6004fc160c73e07 100644 --- a/landing/lenses/012320.json +++ b/landing/lenses/012320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012330.json b/landing/lenses/012330.json index a95fe766e4aac6fcd4cb2a80ebb7700040adfe84..9e22c1ed8722cea1bd5cff2bed9daea2a557c1f3 100644 --- a/landing/lenses/012330.json +++ b/landing/lenses/012330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,15 +1643,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012340.json b/landing/lenses/012340.json index b0e8c1de0e026df2e810ea391724e09c5b1cbc88..c08d0a0f3ea5c36d18fe35f571b1e8692fe7df58 100644 --- a/landing/lenses/012340.json +++ b/landing/lenses/012340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 184.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 186.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012450.json b/landing/lenses/012450.json index 2e2863faef88e941dc6dc0cdb8d59b040206b0a7..479cea9dbbcc35c9ef0cb166b9477d7c97e56bd1 100644 --- a/landing/lenses/012450.json +++ b/landing/lenses/012450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/012510.json b/landing/lenses/012510.json index 70343989a9a36d9ac25b958ef640384a60d1a284..52ea2b638572019ad6d2bdb160dff03702fb82ce 100644 --- a/landing/lenses/012510.json +++ b/landing/lenses/012510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012580.json b/landing/lenses/012580.json index 246f5b2298fe40c470679e1988d695dbd87d3082..5d57455908cf7c5b3fe079da3944d242e8f4507b 100644 --- a/landing/lenses/012580.json +++ b/landing/lenses/012580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012600.json b/landing/lenses/012600.json index 5033ded7bacf9809fab4e179eda700bd6a332dbb..7b2626deabc5dcaa805b36856c1993135616473f 100644 --- a/landing/lenses/012600.json +++ b/landing/lenses/012600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012610.json b/landing/lenses/012610.json index 2b7106b85e80c6fc9a0f9ced3b9b7e2c07776717..80beb3988f69e2ef6119d337b521a8659e1f9477 100644 --- a/landing/lenses/012610.json +++ b/landing/lenses/012610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012620.json b/landing/lenses/012620.json index fcfe00d06b81e4d40078fd9434fa1615342d6a58..bb46ba5a6772cb5ae4d19f579a4e607b9c599200 100644 --- a/landing/lenses/012620.json +++ b/landing/lenses/012620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -748,10 +748,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -767,10 +767,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -790,7 +790,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012630.json b/landing/lenses/012630.json index 91657c21885d00f35f60d16a9cdfbf9058d799c8..8832c917d4d7d7657054d4164f4a4617a2e5f529 100644 --- a/landing/lenses/012630.json +++ b/landing/lenses/012630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1376,7 +1376,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1398,7 +1398,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1416,15 +1416,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/012690.json b/landing/lenses/012690.json index c1e44f5bf418427395945a9ed11607dd1c0934c4..8323b915e26c32915434667bbd917509ae9db8b0 100644 --- a/landing/lenses/012690.json +++ b/landing/lenses/012690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0126Z0.json b/landing/lenses/0126Z0.json index 1a7b0c0ce67a2b88695d0c50cecd3900f86689e0..c73024c66fde2e3ead2dd23591f60f03fb5723e7 100644 --- a/landing/lenses/0126Z0.json +++ b/landing/lenses/0126Z0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -347,14 +347,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -474,10 +474,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -506,8 +506,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -546,7 +546,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -633,10 +633,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -656,7 +656,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -664,7 +664,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012700.json b/landing/lenses/012700.json index a14fdf693e4f002debe4d2827c53984f2d3042f2..7f0b6b1f261b9a2a16eb7d6228f32c1796ae53ab 100644 --- a/landing/lenses/012700.json +++ b/landing/lenses/012700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,19 +1072,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1105,8 +1105,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,17 +1151,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1196,7 +1196,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,7 +1230,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1239,7 +1239,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1252,10 +1252,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1271,10 +1271,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012750.json b/landing/lenses/012750.json index 2b3b1d26d9912e6eccb923f5c884e50e142990bc..030c6c6af782e147d2194e53172d8aaf65da043e 100644 --- a/landing/lenses/012750.json +++ b/landing/lenses/012750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012790.json b/landing/lenses/012790.json index 9a61cad1185e398719a9e0965bee422eefdaa72e..d6662f5a9e87ef3b06d9d34732efb1f0b1c67015 100644 --- a/landing/lenses/012790.json +++ b/landing/lenses/012790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012800.json b/landing/lenses/012800.json index d56a0a217b8d36db1090cdcb1c0a8e862e3321c4..f585078fb8fe511dbd6478ed3ffdd91890ee8aef 100644 --- a/landing/lenses/012800.json +++ b/landing/lenses/012800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/012860.json b/landing/lenses/012860.json index c8838412701a307255e8e631db36ccd7381218c1..023f2076289e8d80e6760a411c7daccee875d8c8 100644 --- a/landing/lenses/012860.json +++ b/landing/lenses/012860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,15 +1512,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/0129K0.json b/landing/lenses/0129K0.json index 5a1155fd7dca927c84d6897212cccfe340bad287..a030540ea5f7c7aac04b9fcf5b18e77e06040b27 100644 --- a/landing/lenses/0129K0.json +++ b/landing/lenses/0129K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -381,146 +381,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "0129K0", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "knowledgeBoundary": "2026-10-25" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "low", - "score": 34.7, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -531,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -550,10 +410,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +437,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +455,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +469,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +493,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], @@ -827,7 +687,7 @@ }, "statusCounts": { "blocked": 3, - "partial": 2 + "partial": 1 }, "gaps": [ { @@ -936,25 +796,9 @@ "engine": "industry" }, { - "id": "quant.fundamental", - "status": "missing", - "reason": "비교 가능한 공시 이익 시계열이 없습니다.", - "sourceRef": "dartlab://quant/earnings", - "engine": "quant" - }, - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1028,7 +872,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013000.json b/landing/lenses/013000.json index 4157ba2f873a5c993740bdb1540b9f00238f41b4..19a8b254649625319d71e947918c4f573581ca2f 100644 --- a/landing/lenses/013000.json +++ b/landing/lenses/013000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013030.json b/landing/lenses/013030.json index 87dde67b92dc347895ade0517454c732590e61f0..8e6c10a2b45ccf9a415dbec9c1aa23e45a6370c8 100644 --- a/landing/lenses/013030.json +++ b/landing/lenses/013030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/0130D0.json b/landing/lenses/0130D0.json index 2b30cc0a115ce22cab86ae111b81284e88758240..de10cfa214f7d72c7001df5b6e4e96ce642aea06 100644 --- a/landing/lenses/0130D0.json +++ b/landing/lenses/0130D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0130H0.json b/landing/lenses/0130H0.json index d5130d345540740eb99299303a23733476fb9d5b..6fe2cfd71aa956e6990a85f590c84ce6e0d6cc4a 100644 --- a/landing/lenses/0130H0.json +++ b/landing/lenses/0130H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013120.json b/landing/lenses/013120.json index 511207c07ed0ef1156d34e7453dfe70daa6da0aa..2da41d4eddd66088588876ee78534d2df9796fe4 100644 --- a/landing/lenses/013120.json +++ b/landing/lenses/013120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0131D0.json b/landing/lenses/0131D0.json index 8687a874fff51b28200f77e37a052a4a159e62d0..5ee55ce03d884a66fdc993811f4a2952e329e8a1 100644 --- a/landing/lenses/0131D0.json +++ b/landing/lenses/0131D0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/0132G0.json b/landing/lenses/0132G0.json index ce31452dcd2c4d4ea4992072c9439c6a25b93372..f92cdf2bdc3bc1dc1d0e607c878731611190e5b7 100644 --- a/landing/lenses/0132G0.json +++ b/landing/lenses/0132G0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013310.json b/landing/lenses/013310.json index 2b318408775326f819ebf6fb6e4ee58203b96b21..4ff80087c6dd50c5b51763fc6a20158a6261ab8e 100644 --- a/landing/lenses/013310.json +++ b/landing/lenses/013310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013340.json b/landing/lenses/013340.json index fff861bf11158c352553688f8b8b938d1052f81f..fa81ddda1f51e965c14838e68d0e92817d10a904 100644 --- a/landing/lenses/013340.json +++ b/landing/lenses/013340.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013360.json b/landing/lenses/013360.json index 97984c03c28be9171c20fb44514a36b3f237a372..26cc056f3b699fc74a09a569f4ad051d3f0c723e 100644 --- a/landing/lenses/013360.json +++ b/landing/lenses/013360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 12.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0134X0.json b/landing/lenses/0134X0.json index d07a85d0e06f629e309b285d72cf9b0a6fece8c5..891166c05d083260e71dbbf7e494f21f2071a557 100644 --- a/landing/lenses/0134X0.json +++ b/landing/lenses/0134X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/013520.json b/landing/lenses/013520.json index 221978d9355ba29d8853740589dccc14146ea0ea..dc9100cfe0a2e67d93af63c5ec05f90af347ab01 100644 --- a/landing/lenses/013520.json +++ b/landing/lenses/013520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,15 +1428,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/013570.json b/landing/lenses/013570.json index 4172a1a2ac28398b13de8c5a16c07aece5f14dac..b032e6aa9950b2b509ec7c39d138268a9d81d51d 100644 --- a/landing/lenses/013570.json +++ b/landing/lenses/013570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013580.json b/landing/lenses/013580.json index e3b3d2b2e92a54afa01949dadbc4422d36dba619..7115c047bc88f636b0a8534db075475459e083d0 100644 --- a/landing/lenses/013580.json +++ b/landing/lenses/013580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.55, + "grade": "dCR-BBB-", + "score": 27.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.83, + "grade": "dCR-BBB-", + "score": 29.11, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013700.json b/landing/lenses/013700.json index f0584287da2ddd1b45960cab716db171d3959ca8..9a74e10d787d77d784870e153d050b34a28b1753 100644 --- a/landing/lenses/013700.json +++ b/landing/lenses/013700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,310 +609,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "013700", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.30, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 20.0, - "unit": "riskScore", - "direction": "positive", - "weight": 15, - "contribution": 3.0, - "sourceRef": "axes.현금흐름" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 61.41, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 9.21, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 33.72, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 3.37, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 양호한 수준이다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/013700/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 23.69, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/자본구조", - "status": "derived", - "detail": "위험점수 24.22, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/유동성", - "status": "derived", - "detail": "위험점수 61.41, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/현금흐름", - "status": "derived", - "detail": "위험점수 20.00, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/사업안정성", - "status": "derived", - "detail": "위험점수 33.72, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/013700/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 29.3, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.96, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 18.16, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2025", - "score": 26.19, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2024", - "score": 60.73, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2023", - "score": 52.7, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2022", - "score": 57.61, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2021", - "score": 66.74, - "grade": "B-", - "pdEstimate": 10.0 - }, - { - "period": "2020", - "score": 58.02, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2019", - "score": 21.52, - "grade": "BBB+", - "pdEstimate": 0.15 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.4, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 61점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -923,14 +619,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1040,186 +736,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "013700", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.422, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.505, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.5, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.422 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +746,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +765,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +788,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +796,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1375,7 +891,7 @@ }, "statusCounts": { "partial": 2, - "usable": 3 + "usable": 1 }, "gaps": [ { @@ -1386,11 +902,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1435,11 +949,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1452,88 +964,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1d6b5c13c249", - "target": "013700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.422 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/013720.json b/landing/lenses/013720.json index ea5c61b80b71a8178b7fd9ef63259e816f843b96..3a131605a214279853625fcf49aa3a40a96968fe 100644 --- a/landing/lenses/013720.json +++ b/landing/lenses/013720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013810.json b/landing/lenses/013810.json index 4778a7452e7244d05f13d38b4395490dff3d3b84..9421e2c417c4f325e5cfe45cab74ad675ceb9e67 100644 --- a/landing/lenses/013810.json +++ b/landing/lenses/013810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 42.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.39, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 42.17, + "score": 44.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 42.42, + "score": 44.61, "assumptions": { "scenarioStress": "moderate" } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013870.json b/landing/lenses/013870.json index 90232a02876b590d28e7fbfedbede8418f705aa1..1d0b26762e899999bfc7bbca91eac5e00719e924 100644 --- a/landing/lenses/013870.json +++ b/landing/lenses/013870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/013890.json b/landing/lenses/013890.json index 6c49bdafeb562cefb4928c0e68fccd04ad7cee6d..cd6eee1f77e14cacc6f68b23eae3b5c0ac839680 100644 --- a/landing/lenses/013890.json +++ b/landing/lenses/013890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/013990.json b/landing/lenses/013990.json index 95fa3a09e1d7159da7078b56207b3b819446c5aa..3ba6586334dd8ed57e462dfcb76fde6bf33cf184 100644 --- a/landing/lenses/013990.json +++ b/landing/lenses/013990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014100.json b/landing/lenses/014100.json index 197152a0730b7541c31768e0a2d9f559b70d8f2d..9adc8dee4f48ae726f4474e49b5b18ddb67f0f60 100644 --- a/landing/lenses/014100.json +++ b/landing/lenses/014100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014130.json b/landing/lenses/014130.json index 01c758e693a1f9aad87d1d957e5e562c0b2efad2..6cc2cafbe42f257065545837ae7303be2ae3e656 100644 --- a/landing/lenses/014130.json +++ b/landing/lenses/014130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014160.json b/landing/lenses/014160.json index a885e5b62c5f5bedd2957ce930fd33c2477d8f09..e276efa832296189f1d3c4e48e13a2251281974e 100644 --- a/landing/lenses/014160.json +++ b/landing/lenses/014160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 10.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014190.json b/landing/lenses/014190.json index 114fd515918aa9b5e937346579b353b207b036de..12f67524937dff4d81c755c81e0174a68334bd44 100644 --- a/landing/lenses/014190.json +++ b/landing/lenses/014190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,310 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "014190", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 3.45, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.69, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 31.3, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 7.83, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 25.96, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.6, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014190/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014190/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 보통 이하 수준으로 모니터링이 필요하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014190/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014190/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 31.30, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/자본구조", - "status": "derived", - "detail": "위험점수 3.45, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/유동성", - "status": "derived", - "detail": "위험점수 19.48, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/사업안정성", - "status": "derived", - "detail": "위험점수 25.96, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014190/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB+", - "score": 19.45, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.45, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 3.12, - "grade": "AA+", - "pdEstimate": 0.01 - }, - { - "period": "2025", - "score": 22.14, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2024", - "score": 38.38, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2023", - "score": 19.62, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2022", - "score": 25.01, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2021", - "score": 16.15, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2020", - "score": 31.12, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2019", - "score": 50.39, - "grade": "B+", - "pdEstimate": 4.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.15, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 31점으로 등급 하방 압력", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -924,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "014190", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.533, - "direction": "negative", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.025, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.533 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "deteriorationPriced" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "deteriorationPriced" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1231,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +784,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +802,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +848,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1495,8 +1011,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1507,11 +1022,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1556,11 +1069,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1598,8 +1109,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014200.json b/landing/lenses/014200.json index 42bb219ff281ed24fe908ea1cb012c8406cd857f..69bc0702e9b324058cf64e5033fdcfc48fbe4d88 100644 --- a/landing/lenses/014200.json +++ b/landing/lenses/014200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-25", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-25", "period": "2025", "status": "derived", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-25", "period": "2025", "status": "observed", @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,10 +1264,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014280.json b/landing/lenses/014280.json index d3dba0e7bee9ae97df7ce650a87f487cc8aa31a0..b3aeb6e087aed0d9eee21a53e669baddf0e67155 100644 --- a/landing/lenses/014280.json +++ b/landing/lenses/014280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 45.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 43.16, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 45.24, + "score": 43.16, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 45.84, + "score": 43.87, "assumptions": { "scenarioStress": "moderate" } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014440.json b/landing/lenses/014440.json index 5d1ea865b9ad47d973c6fbab77aa4bbca440bd10..b0de67214e06f97930179e9f2d6a400e74b1e3a3 100644 --- a/landing/lenses/014440.json +++ b/landing/lenses/014440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014470.json b/landing/lenses/014470.json index a5b70832883d33d6fbf9a658d1ec19fb70bd982b..3bbaf27008bda30849baa03162d09202f1a4ea8d 100644 --- a/landing/lenses/014470.json +++ b/landing/lenses/014470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014530.json b/landing/lenses/014530.json index 9552a0d317fb513940b297bbc131d0eca1635fe0..1128605a9604e878180ff8922f18b70b984b5b15 100644 --- a/landing/lenses/014530.json +++ b/landing/lenses/014530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014570.json b/landing/lenses/014570.json index 7d8168070e5e6a3cb442e2395a01df2a723bafcc..ef10e15746851e7b03a9f00a0eaaf9ad42e4f69c 100644 --- a/landing/lenses/014570.json +++ b/landing/lenses/014570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1067,8 +1067,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,10 +1098,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014580.json b/landing/lenses/014580.json index 4ebb380f79174af48833ff46f2066ce5a001d9ed..642aa3b164d669ad4097ce355a0c95fe4a60af31 100644 --- a/landing/lenses/014580.json +++ b/landing/lenses/014580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/014620.json b/landing/lenses/014620.json index 164e758b31f67f32dba118f6c44cca46b86a8baa..e98f3cfeedb6c86dc5db89b42c9490b088a87f0b 100644 --- a/landing/lenses/014620.json +++ b/landing/lenses/014620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014680.json b/landing/lenses/014680.json index d602e7b7a4280cf7c14dd1978d90ef49391e6b99..0f9795d3314f56cd4d94387aec7c514f591c8fce 100644 --- a/landing/lenses/014680.json +++ b/landing/lenses/014680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014710.json b/landing/lenses/014710.json index 49b715f56860c45b4cc34ef2d067f2e597bd0610..3c6f26325168c581489ad4d76e049e55bbd5fb03 100644 --- a/landing/lenses/014710.json +++ b/landing/lenses/014710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014790.json b/landing/lenses/014790.json index f42b2712cab2e11088496e4a4dc3cb0d72213854..393473f5931fa842d123d8b0309f2ef74ff352f8 100644 --- a/landing/lenses/014790.json +++ b/landing/lenses/014790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014820.json b/landing/lenses/014820.json index 605784986084296e3a8409c5d648132a4f753f85..a9cb6503a3fb2c2749bad5f2633ee4ce6bf7860d 100644 --- a/landing/lenses/014820.json +++ b/landing/lenses/014820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014830.json b/landing/lenses/014830.json index ee1517d741ca325074f47935e3755c9e8af82794..d9f470d1c5002d112600ff07b9a2cca4eb34c9f8 100644 --- a/landing/lenses/014830.json +++ b/landing/lenses/014830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014910.json b/landing/lenses/014910.json index f36d53e06ea97d7c72c70767b4f2b30aebac668c..9d7154deb1e954cff29c6eec622a1ed36a5277f8 100644 --- a/landing/lenses/014910.json +++ b/landing/lenses/014910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/014940.json b/landing/lenses/014940.json index 67caf2f515d328ce1b40cc6f00fb714124354663..ae5d8c29963409b028a6b7bd792a2bc739058c7b 100644 --- a/landing/lenses/014940.json +++ b/landing/lenses/014940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,316 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "014940", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.64, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 4.12, - "unit": "riskScore", - "direction": "positive", - "weight": 25, - "contribution": 1.03, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 45.82, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.87, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 25.98, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.6, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014940/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014940/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014940/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/014940/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 4.12, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/자본구조", - "status": "derived", - "detail": "위험점수 12.07, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/유동성", - "status": "derived", - "detail": "위험점수 45.82, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/현금흐름", - "status": "derived", - "detail": "위험점수 12.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/사업안정성", - "status": "derived", - "detail": "위험점수 25.98, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/014940/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A-", - "score": 17.64, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.01, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 13.54, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2025", - "score": 11.78, - "grade": "A+", - "pdEstimate": 0.04 - }, - { - "period": "2024", - "score": 15.67, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2023", - "score": 26.16, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2022", - "score": 27.31, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 47.33, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2020", - "score": 34.39, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2019", - "score": 73.55, - "grade": "CCC", - "pdEstimate": 15.0 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-2", - "pdEstimate": 0.08, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.70%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -930,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1042,186 +732,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "014940", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.558, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.055, - "direction": "neutral", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": -0.25, - "direction": "negative", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.558 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "underReaction" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.25 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "underReaction" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1232,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1532,7 +1042,6 @@ }, "statusCounts": { "partial": 2, - "usable": 2, "blocked": 1 }, "gaps": [ @@ -1544,11 +1053,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.position", @@ -1607,11 +1114,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1666,88 +1171,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c2cfa7d7c651", - "target": "014940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.558 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014950.json b/landing/lenses/014950.json index 57e17027dafe2ad03550f3dabe70087fc14e488a..f12497a3de53628f55b72f61bbc4f25fdc1f09e2 100644 --- a/landing/lenses/014950.json +++ b/landing/lenses/014950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -396,10 +396,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -415,8 +415,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -428,8 +428,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -446,10 +446,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -459,7 +459,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -468,7 +468,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/014970.json b/landing/lenses/014970.json index cbdf087f02d96e813bb1a5a32c8f0b07f89353b0..3c64a186a5d96df3e64af231adaf54b1e59e2365 100644 --- a/landing/lenses/014970.json +++ b/landing/lenses/014970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:648d1cfafbe9", - "target": "014970", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/014990.json b/landing/lenses/014990.json index 5fd5cd0e020b8254514dc34177ce72cdbb7dc585..75d8db213c5cff84d10393523fbf96aeff6ce127 100644 --- a/landing/lenses/014990.json +++ b/landing/lenses/014990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 44.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.87, + "score": 44.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.54, + "score": 45.23, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 18.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/015020.json b/landing/lenses/015020.json index 42437e0d97fa174fc0a82720e2e7ad98d843ad0a..6846e7633b3f54a759829c4f0ad3f56426a453d4 100644 --- a/landing/lenses/015020.json +++ b/landing/lenses/015020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 12.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", "D/EBITDA 86.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-26", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-26", "period": null, "status": "derived", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-26", "period": null, "status": "observed", @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015200.json b/landing/lenses/015200.json index 96e74bd0008022e64806954ac6971996454c12c8..f056acb86354d8d0b9c02d5efc0da1977ea82d2b 100644 --- a/landing/lenses/015200.json +++ b/landing/lenses/015200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015230.json b/landing/lenses/015230.json index 03979da3def049032af8072638d449e8c3c7cd0c..63cd5eb80999edad6b3f46dd55fb8709b8361748 100644 --- a/landing/lenses/015230.json +++ b/landing/lenses/015230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015260.json b/landing/lenses/015260.json index c316179a5aaeaa7662b470dd848223ccb5601abc..49bc312717366842ec8b9582b13fa2c6a10ca0d0 100644 --- a/landing/lenses/015260.json +++ b/landing/lenses/015260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 132.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 132.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-23", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-23", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015360.json b/landing/lenses/015360.json index d033ac8fb6e8b247867cb57a86040008f10c094f..bfe0e12132f7245a959b271bd066b1bcd772496b 100644 --- a/landing/lenses/015360.json +++ b/landing/lenses/015360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015590.json b/landing/lenses/015590.json index 970dcebf410762e384cbe99d1331993d97f08166..4858aeb05ff756bae680cd30e975003cb9cea331 100644 --- a/landing/lenses/015590.json +++ b/landing/lenses/015590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,317 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "015590", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 31.84, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 12.15, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 2.43, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 50.71, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 12.68, - "sourceRef": "axes.채무상환능력" - }, - { - "id": "axis.현금흐름", - "label": "현금흐름", - "value": 46.03, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 6.9, - "sourceRef": "axes.현금흐름" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/015590/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 취약하여 외부 조달 의존도가 높다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/015590/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 산업재 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/015590/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 적정 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/015590/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 50.71, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/자본구조", - "status": "derived", - "detail": "위험점수 12.15, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/유동성", - "status": "derived", - "detail": "위험점수 18.36, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/현금흐름", - "status": "derived", - "detail": "위험점수 46.03, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/사업안정성", - "status": "derived", - "detail": "위험점수 29.15, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/015590/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BBB-", - "score": 31.84, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 32.54, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 2.27, - "grade": "AAA", - "pdEstimate": 0.0 - }, - { - "period": "2025", - "score": 31.54, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2024", - "score": 33.54, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2023", - "score": 15.42, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2022", - "score": 9.68, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2021", - "score": 40.31, - "grade": "BB", - "pdEstimate": 1.5 - }, - { - "period": "2020", - "score": 22.64, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2019", - "score": 22.39, - "grade": "BBB", - "pdEstimate": 0.25 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-5", - "pdEstimate": 0.4, - "notchAdjustment": null, - "divergenceExplanation": [ - "채무상환능력 축이 51점으로 등급 하방 압력", - "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.12%). 최근 주가 하락이 반영된 결과", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -931,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1043,186 +732,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "015590", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": -0.176, - "direction": "neutral", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": -0.565, - "direction": "negative", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": -0.176 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1233,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +761,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +788,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +806,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +844,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1533,7 +1042,6 @@ }, "statusCounts": { "partial": 2, - "usable": 2, "blocked": 1 }, "gaps": [ @@ -1545,11 +1053,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.position", @@ -1608,11 +1114,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.company.sectorKey", @@ -1671,8 +1175,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/0155E0.json b/landing/lenses/0155E0.json index 9ae243aeabbef8b43c5b003084a59643664dc5b7..39011412fa6375a3e1a6ae2a535b3b808e03d0e3 100644 --- a/landing/lenses/0155E0.json +++ b/landing/lenses/0155E0.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -405,8 +405,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -425,7 +425,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -493,10 +493,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -512,10 +512,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -539,10 +539,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -557,10 +557,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -571,7 +571,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -579,7 +579,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -595,7 +595,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0156T0.json b/landing/lenses/0156T0.json index 8257cd9bfdb8309bcba7f4e0ec86da1a35c1e77e..efecefcc6ed1c1f33e01466ff17424d82269dcb1 100644 --- a/landing/lenses/0156T0.json +++ b/landing/lenses/0156T0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/015710.json b/landing/lenses/015710.json index 20226085e4cfc3ec415c474df5a470446838c2fe..331a6eb507afccb722e3e466e19e0adb01e130fd 100644 --- a/landing/lenses/015710.json +++ b/landing/lenses/015710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/015750.json b/landing/lenses/015750.json index 0037bf25e2b512e7ae5109cc4d086d5d1032d999..3913b63aef5b74e7c485ed5d4e2eeff9aba9a77f 100644 --- a/landing/lenses/015750.json +++ b/landing/lenses/015750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,7 +1599,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1621,7 +1621,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1639,8 +1639,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015760.json b/landing/lenses/015760.json index c1fc711a1123e569e64acd0ee71e41e3b13e6df1..e5f5cd45fab7a619c3704927561b65c42624b952 100644 --- a/landing/lenses/015760.json +++ b/landing/lenses/015760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1520,7 +1520,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1542,7 +1542,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1560,8 +1560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015860.json b/landing/lenses/015860.json index cd4a21d387a99697ad284a83a5c1fac4f1e0e86c..b3733fcb1d306fdc00f93f480b4aa9030e0443f4 100644 --- a/landing/lenses/015860.json +++ b/landing/lenses/015860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1371,7 +1371,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1389,8 +1389,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/015890.json b/landing/lenses/015890.json index 4a8af4fed43314111b76f42095300715c6d7b8ef..6521ad340f45e89dc68cf4d76ae0d7f3a616c31a 100644 --- a/landing/lenses/015890.json +++ b/landing/lenses/015890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0158S0.json b/landing/lenses/0158S0.json index a1090dab8e714844b8c14f17ccb0b95944412a27..1588145d25ad99ff8492a8616f1ffe11fbb1d086 100644 --- a/landing/lenses/0158S0.json +++ b/landing/lenses/0158S0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016090.json b/landing/lenses/016090.json index a5a8b2492511584ee9673b714f22f43b6ded3b61..b86b754d013fd1345f5fc93236d18828281f6b55 100644 --- a/landing/lenses/016090.json +++ b/landing/lenses/016090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016100.json b/landing/lenses/016100.json index 17e4300d77b16ae364fda20d89a0557ac6176993..a5b21a1e4b07d13f0a7dc4c73ed57aec44af178b 100644 --- a/landing/lenses/016100.json +++ b/landing/lenses/016100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.61, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,14 +743,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.61, + "score": 54.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.15, + "grade": "dCR-B", + "score": 55.19, "assumptions": { "scenarioStress": "moderate" } @@ -766,6 +766,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -837,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 29.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1012,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1025,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0161M0.json b/landing/lenses/0161M0.json index 4ef125b7f77f449c1785dc60ef9524867dd01d8f..7e56b1044f24747d00b2659332ea87cf424a948a 100644 --- a/landing/lenses/0161M0.json +++ b/landing/lenses/0161M0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016250.json b/landing/lenses/016250.json index fc746dfa2e1ea8812230ca06cec872f69c8fe637..e45d1338d06d1dfe174c4cee42f5d322e5b1a2da 100644 --- a/landing/lenses/016250.json +++ b/landing/lenses/016250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016360.json b/landing/lenses/016360.json index 1e4fbe51bbb3084229cc7f6b360c8fa381428e2b..ae8e9efb674e8345527d21a3e4f1260074117563 100644 --- a/landing/lenses/016360.json +++ b/landing/lenses/016360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1168,7 +1168,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1186,15 +1186,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/016380.json b/landing/lenses/016380.json index e5d3a3f4044cf74e682d7b3e03782505429231e0..deaef75aab0292007fe7a3e78794ed671f409978 100644 --- a/landing/lenses/016380.json +++ b/landing/lenses/016380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016450.json b/landing/lenses/016450.json index ab39f71d59fda67520995aaca61631e2e60ba6ec..5b5fd9d2b1b2d668e589b84573992da3c7060ff9 100644 --- a/landing/lenses/016450.json +++ b/landing/lenses/016450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0164H0.json b/landing/lenses/0164H0.json index 62279ef60e70941e4b16dca85969d02bff7e882b..a90287c281220e7b6c36869bb42e85b7c0c5d1a9 100644 --- a/landing/lenses/0164H0.json +++ b/landing/lenses/0164H0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016580.json b/landing/lenses/016580.json index 40d0723f152fd25f40399c985632adb331347906..ae8a7d4cbcce8ec6aa1651e96eea5905745f8a3a 100644 --- a/landing/lenses/016580.json +++ b/landing/lenses/016580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,12 +1551,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:61c9115529ca", + "target": "016580", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016590.json b/landing/lenses/016590.json index 462e209288af1c052e1e299370b5909ba90171d4..842e7c547b5662955e6fc85f299211ae1fee7801 100644 --- a/landing/lenses/016590.json +++ b/landing/lenses/016590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0165X0.json b/landing/lenses/0165X0.json index 6a0c767bed3dc763df0a81e84a49b7dfcf5d7435..77bb612db4370f93932dc5d8ad5508476dec8ac2 100644 --- a/landing/lenses/0165X0.json +++ b/landing/lenses/0165X0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/016600.json b/landing/lenses/016600.json index 289db24b720d490f196de03502af2f8656937652..31807e40c2a90ee5a0c8cd682ffaeab8af993f0c 100644 --- a/landing/lenses/016600.json +++ b/landing/lenses/016600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -368,13 +368,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -474,14 +474,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -601,10 +601,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -620,8 +620,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -633,8 +633,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -651,10 +651,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -673,7 +673,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -741,10 +741,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -760,10 +760,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -796,10 +796,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -826,7 +826,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -842,7 +842,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016610.json b/landing/lenses/016610.json index bd86d538ed7e3af6112fae503a563a5e3e6fb716..ed2f6cfd95941d8b08916b03019711fd45431e52 100644 --- a/landing/lenses/016610.json +++ b/landing/lenses/016610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -750,7 +750,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -805,8 +805,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1222,7 +1222,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1240,15 +1240,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/016670.json b/landing/lenses/016670.json index 7d0bc86101344fdc4b144008197abf903ffe1e80..cddfdaf5ca2ee3eb94ee9bcaf62d95dbb1106224 100644 --- a/landing/lenses/016670.json +++ b/landing/lenses/016670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016710.json b/landing/lenses/016710.json index fb2bc7a40631d037d6b22cf0d559c790600dcde5..0580f3f80515374cfb9b0b5bf8922ff11bd9de64 100644 --- a/landing/lenses/016710.json +++ b/landing/lenses/016710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,15 +1507,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/016740.json b/landing/lenses/016740.json index bd73df879a914ea77081324f9a58936f438d2fc9..f3379730f7e4355ad6d5b99e97b6c4a3ffafdd01 100644 --- a/landing/lenses/016740.json +++ b/landing/lenses/016740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,309 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "016740", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 11.14, 전망 안정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 1.84, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 0.37, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 27.7, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 4.15, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.사업안정성", - "label": "사업안정성", - "value": 23.03, - "unit": "riskScore", - "direction": "negative", - "weight": 10, - "contribution": 2.3, - "sourceRef": "axes.사업안정성" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 매우 건전하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016740/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016740/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 경기관련소비재 업종 기준 매우 우수하다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016740/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 주의가 필요한 수준이다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/016740/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 7.39, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/자본구조", - "status": "derived", - "detail": "위험점수 1.84, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/유동성", - "status": "derived", - "detail": "위험점수 27.70, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/사업안정성", - "status": "derived", - "detail": "위험점수 23.03, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/016740/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-A+", - "score": 11.14, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.81, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 6.89, - "grade": "AA", - "pdEstimate": 0.02 - }, - { - "period": "2025", - "score": 8.93, - "grade": "AA-", - "pdEstimate": 0.03 - }, - { - "period": "2024", - "score": 13.78, - "grade": "A", - "pdEstimate": 0.06 - }, - { - "period": "2023", - "score": 18.05, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2022", - "score": 27.67, - "grade": "BBB-", - "pdEstimate": 0.4 - }, - { - "period": "2021", - "score": 16.17, - "grade": "A-", - "pdEstimate": 0.08 - }, - { - "period": "2020", - "score": 20.9, - "grade": "BBB+", - "pdEstimate": 0.15 - }, - { - "period": "2019", - "score": 13.56, - "grade": "A", - "pdEstimate": 0.06 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 0.04, - "notchAdjustment": null, - "divergenceExplanation": [ - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -923,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1040,186 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "016740", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." - }, - "confidence": { - "level": "high", - "score": 100.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.29, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 0.24, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.5, - "direction": "positive", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.29 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "confirmation" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "confirmation" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1230,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +784,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +802,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +848,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1494,8 +1011,7 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 3 }, "gaps": [ { @@ -1506,11 +1022,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1555,11 +1069,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1597,8 +1109,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/016790.json b/landing/lenses/016790.json index 199b36dbcf4e04dc4707b82f2fd6bc3c8e3b7e91..f0d1ef1886c00398234b9f4b5290cdc6f1c9c5c2 100644 --- a/landing/lenses/016790.json +++ b/landing/lenses/016790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1218,10 +1218,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016800.json b/landing/lenses/016800.json index 450a70f733d79729796063031b75648ceebced3a..e892bb0a1a05cec21eb09e170804252e0b7d3599 100644 --- a/landing/lenses/016800.json +++ b/landing/lenses/016800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016830.json b/landing/lenses/016830.json index 17aae976aa91f24dee7e2061825e88dc6dd34f77..250f80df9d2944053694a1ad8877c338c29d22f6 100644 --- a/landing/lenses/016830.json +++ b/landing/lenses/016830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -292,13 +292,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -480,14 +480,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -621,10 +621,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -648,10 +648,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -666,10 +666,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -680,7 +680,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -688,7 +688,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -704,7 +704,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/016880.json b/landing/lenses/016880.json index c58b3e308bd4230dfb3e1231422f5cbd02b92445..83225592be24e99bc5f948cdaedabb34416e531e 100644 --- a/landing/lenses/016880.json +++ b/landing/lenses/016880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1359,7 +1359,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1381,7 +1381,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1399,15 +1399,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/016920.json b/landing/lenses/016920.json index 0308e584bb765ccae9191023e3f520d1a1af1e53..b8ff3a2760880cb5a751913dd0a47e590ff9b638 100644 --- a/landing/lenses/016920.json +++ b/landing/lenses/016920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017000.json b/landing/lenses/017000.json index ba98c4098b04f8b1f53406ab48d18e2f325d5a88..98ed61f2f65370b96c3ebd05d3ad376c456563e9 100644 --- a/landing/lenses/017000.json +++ b/landing/lenses/017000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 5.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017040.json b/landing/lenses/017040.json index f7288cc4963dc0bff18f9fbe5a62b4d71ef1c6e6..208a8ebbb20497e0e259ec86f55d7b17ac9bc8e6 100644 --- a/landing/lenses/017040.json +++ b/landing/lenses/017040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2023", "status": "derived", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2023", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017180.json b/landing/lenses/017180.json index 056822f2df02316c78649e1b2bb97a34184d2615..625b1ec562d8aa39c65d4f5a666ac664a2729862 100644 --- a/landing/lenses/017180.json +++ b/landing/lenses/017180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017250.json b/landing/lenses/017250.json index 3b0ca37b1af622e63f7bbe74d4044e4bf5beff43..4fd7057bdad88fb477effe7c59aaf75b639d0b5f 100644 --- a/landing/lenses/017250.json +++ b/landing/lenses/017250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017370.json b/landing/lenses/017370.json index dd929a9e8ba143941e5d1ce3ccf8466bbb526309..8c715aee54c9f0d77db62525a6271979c53957a2 100644 --- a/landing/lenses/017370.json +++ b/landing/lenses/017370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017390.json b/landing/lenses/017390.json index a68f54a5cd3476c48bc2362bf2e11b325edc9aba..8c2c105cf538f0b6e7566b2eeea55cab1a4c2cd9 100644 --- a/landing/lenses/017390.json +++ b/landing/lenses/017390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,8 +1552,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017480.json b/landing/lenses/017480.json index 01a4751d3b3ae06fe2ea90fa88cf9b8e498ae279..24e482722783753dbbd22aac7259cca46812bfab 100644 --- a/landing/lenses/017480.json +++ b/landing/lenses/017480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017510.json b/landing/lenses/017510.json index e4c7d50910f1ead5d6b86ff4daac9e10935a280d..91a1d6abbc4b0eb1a152a86ced336548b347a086 100644 --- a/landing/lenses/017510.json +++ b/landing/lenses/017510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017550.json b/landing/lenses/017550.json index 78099a3786e332b1a62a89fe9f89654701d9c3d7..46b19f4aba0d1d131a4383597a3775d0d4837d60 100644 --- a/landing/lenses/017550.json +++ b/landing/lenses/017550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017650.json b/landing/lenses/017650.json index fed9f9cfa580ca247eb95a1435ccf65bf0bf17c6..38a56f46dce2ae1ec6768270ba1d0a8784bcc943 100644 --- a/landing/lenses/017650.json +++ b/landing/lenses/017650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017670.json b/landing/lenses/017670.json index d4a9f02aa7767894efe3fce3542cf53d1e41d5e3..6be1c855250a441f598cf6c99f57e2c4e7f1e13d 100644 --- a/landing/lenses/017670.json +++ b/landing/lenses/017670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017680.json b/landing/lenses/017680.json index 38b60a609cdcd757e8106bc3608019b30674f842..ef6407259a167ce4398014c3218e8b8e3705c700 100644 --- a/landing/lenses/017680.json +++ b/landing/lenses/017680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -621,10 +621,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -640,10 +640,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -667,10 +667,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -685,10 +685,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -699,7 +699,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -707,7 +707,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017800.json b/landing/lenses/017800.json index 7c5f4e4175495d8d884922e707fc173c2338f2a1..46f1faf6782602f04b6f23f31e25c1cbf8719f37 100644 --- a/landing/lenses/017800.json +++ b/landing/lenses/017800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017810.json b/landing/lenses/017810.json index aa1933b2494ae0b9623586c26e2d0c8bea33430f..e64d33c68131651c489a8b83c0a2165189eefcb4 100644 --- a/landing/lenses/017810.json +++ b/landing/lenses/017810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017860.json b/landing/lenses/017860.json index 75611d3dd768acb6784681196cce4ddffc4053c3..75c7b7a1b9dee6cfe9028bd2cf2eb0179f79dd11 100644 --- a/landing/lenses/017860.json +++ b/landing/lenses/017860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 21.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 19.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 41.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017890.json b/landing/lenses/017890.json index 260cf26e2576bdcab19b706dc0205b439691dc22..72401870bf98733254f3d7f51a3303db58b77560 100644 --- a/landing/lenses/017890.json +++ b/landing/lenses/017890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,10 +1183,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1201,10 +1201,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017900.json b/landing/lenses/017900.json index bb88fc5c077da63040a8e888768d7bc7a9020dc8..aab4836150f32ce5c2580806a9da23b045215552 100644 --- a/landing/lenses/017900.json +++ b/landing/lenses/017900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/017940.json b/landing/lenses/017940.json index 6700dc1a4ac9732d6f2a7e1d8e0565a21f419eb5..14c09d563065dedbb907d01a98ed46af9bedc8ef 100644 --- a/landing/lenses/017940.json +++ b/landing/lenses/017940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,8 +1539,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/017960.json b/landing/lenses/017960.json index 066036dfa3fa480812a123466c73bb23c5f2aefb..6e6e9cb750a16af8a2399ef6daaac56a79dd3ad8 100644 --- a/landing/lenses/017960.json +++ b/landing/lenses/017960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -892,186 +892,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "017960", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 65.0, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "expectation", - "label": "시장 기대 프록시", - "score": 1.0, - "direction": "positive", - "sourceRef": "expectation.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.expectation", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.expectation", - "kind": "expectationProxy", - "sourceRef": "dartlab://quant/surprise", - "status": "estimated", - "observedAt": null, - "detail": "괴리 판정의 expectation 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1082,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,10 +921,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +939,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,10 +957,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1151,7 +971,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +979,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1167,7 +987,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1183,7 +1003,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1347,8 +1167,7 @@ }, "statusCounts": { "partial": 3, - "blocked": 1, - "usable": 1 + "blocked": 1 }, "gaps": [ { @@ -1443,11 +1262,9 @@ "engine": "industry" }, { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.fx-export-revenue.companyEvidence", @@ -1485,8 +1302,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018000.json b/landing/lenses/018000.json index 67cb259e566a543b5dc7cca0c6b4f85eecbf833a..b9cc6e8796e9372cb38c8a192327af5fdb574e64 100644 --- a/landing/lenses/018000.json +++ b/landing/lenses/018000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 17.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-14", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018120.json b/landing/lenses/018120.json index 4e9307ce6622864e22c2fca7eb2451706fea56f9..571b6ab605c066743dd835b4607c1c34fbf3b258 100644 --- a/landing/lenses/018120.json +++ b/landing/lenses/018120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/018250.json b/landing/lenses/018250.json index 42c79817f642c58fee34b7d70359789ae779a2ef..57cdf8c807217c46fcc1b45ad28eb13d94e87d7d 100644 --- a/landing/lenses/018250.json +++ b/landing/lenses/018250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018260.json b/landing/lenses/018260.json index f050c1fb3954710d683f3ee84fcff71eeb31ba5a..99ac32d6f65c45c97fe96150ffe46f3eb7cf8285 100644 --- a/landing/lenses/018260.json +++ b/landing/lenses/018260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,12 +1545,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0a63c050753c", + "target": "018260", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.645 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/018290.json b/landing/lenses/018290.json index 837f6e30cc77bf48cd4911e670153b3ad74a2bfe..e2b2afbcd12efe02cfa60db32d401255e29dfb38 100644 --- a/landing/lenses/018290.json +++ b/landing/lenses/018290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018310.json b/landing/lenses/018310.json index b84fc97a6ec2994632604b74a32bfc910e13b182..3f43a2becb04ee8c6119e18d5ba40dc1bfbf9291 100644 --- a/landing/lenses/018310.json +++ b/landing/lenses/018310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018470.json b/landing/lenses/018470.json index b3cc80250dc1cd046de3db886aa18ab9b40062dc..53e635379d2f54b76ae76ce481d49a2bd8d0363d 100644 --- a/landing/lenses/018470.json +++ b/landing/lenses/018470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018500.json b/landing/lenses/018500.json index 4a8a0e1c0d621b713893285b245b0ccad66ee3da..10d4dfdcb732f4db1b8caa0c4fff265c059ddde8 100644 --- a/landing/lenses/018500.json +++ b/landing/lenses/018500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018620.json b/landing/lenses/018620.json index 6c1899a550939d5a933e5ffcba624a36c9156c1b..2a92450bff02dfd7157d6e9f81535c50b85f5685 100644 --- a/landing/lenses/018620.json +++ b/landing/lenses/018620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018670.json b/landing/lenses/018670.json index 912aabc1aa7f878f3b8cf5fb5fb85dc6730623a5..ffacab9add70af1ab02ef10c1d8e12b1962123fb 100644 --- a/landing/lenses/018670.json +++ b/landing/lenses/018670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018680.json b/landing/lenses/018680.json index fd75f83e58cc89d63a42d60572b5c0ad79a90b3d..64386394b8025378281b9b8a814297ff2f53f556 100644 --- a/landing/lenses/018680.json +++ b/landing/lenses/018680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018700.json b/landing/lenses/018700.json index 0274ba6f46ead468becf83e27222cd0ae8b1b713..2fc92a6b97f9c177fb608541202ac335bc244d2a 100644 --- a/landing/lenses/018700.json +++ b/landing/lenses/018700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -139,7 +139,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -160,7 +160,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -192,7 +192,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -421,13 +421,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -639,14 +639,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -766,10 +766,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -812,7 +812,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -832,8 +832,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -890,7 +890,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/018880.json b/landing/lenses/018880.json index 8ce299ed7c2acfecdf6536cdb9e65d226425335b..e304ae14ea2903c05ba0305746a927d0f8b2a9e5 100644 --- a/landing/lenses/018880.json +++ b/landing/lenses/018880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 26.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 29.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 26.84, + "grade": "dCR-BBB+", + "score": 29.09, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 28.0, + "score": 30.25, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -923,6 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1110,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1188,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1263,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019010.json b/landing/lenses/019010.json index 42b51a5d9bcc9a4811a80b106fdf1a769589aff4..4a547712b07c8673b56e28ba3ad1ea87364daae6 100644 --- a/landing/lenses/019010.json +++ b/landing/lenses/019010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019170.json b/landing/lenses/019170.json index 80cf16c8fc53aafed7198ddfbe79e9f05716f997..c1ccbffde3948dc13ff6eb9f30f48c3080d1543a 100644 --- a/landing/lenses/019170.json +++ b/landing/lenses/019170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,7 +897,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 8.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,7 +1449,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1471,7 +1471,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1489,15 +1489,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/019180.json b/landing/lenses/019180.json index ea9a6cdd6c498bfc580e2c4708b8e50312eaf466..3004fcc12ac8afee84251dd400e0de13341ad687 100644 --- a/landing/lenses/019180.json +++ b/landing/lenses/019180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019210.json b/landing/lenses/019210.json index d8bc22015da5191914b8a555c5584af2cc72b8be..3d2ddbec2f7bdee4f109d8c5e9be1cb5f244ad27 100644 --- a/landing/lenses/019210.json +++ b/landing/lenses/019210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019440.json b/landing/lenses/019440.json index e4bf90079328d8670e767391080c64637218745e..8d92801cd8a53824202c83802123426e5aa13e89 100644 --- a/landing/lenses/019440.json +++ b/landing/lenses/019440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2025", "status": "derived", @@ -1131,9 +1131,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2025", "status": "observed", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019490.json b/landing/lenses/019490.json index 44aa36e55a5161e88ed953aa915e6cb62dbc711c..7a61d27a90cfd7740100f10a920e63e3fd913757 100644 --- a/landing/lenses/019490.json +++ b/landing/lenses/019490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,18 +546,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 51.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 46.08, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,15 +741,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 51.08, + "grade": "dCR-BB-", + "score": 46.08, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.36, + "grade": "dCR-BB-", + "score": 47.36, "assumptions": { "scenarioStress": "moderate" } @@ -832,11 +832,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-21", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1024,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1043,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-21", "period": "2025", "status": "derived", @@ -1057,16 +1056,16 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-21", "period": "2025", "status": "observed", @@ -1077,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1136,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1145,7 +1144,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1158,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,12 +1379,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fcec8d3411d9", + "target": "019490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2025-11-21", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019540.json b/landing/lenses/019540.json index 7baf12c6be38a427e694faa8d483807172272b65..4c5dd6674ea31df11f2977a4db03e42b2f7cca86 100644 --- a/landing/lenses/019540.json +++ b/landing/lenses/019540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1608,7 +1608,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1630,7 +1630,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1648,8 +1648,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/019550.json b/landing/lenses/019550.json index 54c9667e466c0cd5e9e7a75c6bbbe6a813a656fb..660f7804a06713f5697d38c88473f494e743f1be 100644 --- a/landing/lenses/019550.json +++ b/landing/lenses/019550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,14 +609,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -736,10 +736,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -788,8 +788,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -808,7 +808,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019570.json b/landing/lenses/019570.json index 930ed2507e7ba8b51e18c85e319802faafe5168f..813afa4ef732daea602403c728d0ed26f948f7ff 100644 --- a/landing/lenses/019570.json +++ b/landing/lenses/019570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019660.json b/landing/lenses/019660.json index f33d47850d84372d076a79504705d9a55fbcd3df..e215380cfe03d0c6799249f668f3656ec55949e7 100644 --- a/landing/lenses/019660.json +++ b/landing/lenses/019660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019680.json b/landing/lenses/019680.json index d77f028ec7c602f1022a225dbcdfb70a2d22ca64..6b415cb8db08920e881081d9d50151c25c05d280 100644 --- a/landing/lenses/019680.json +++ b/landing/lenses/019680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,312 +610,6 @@ } } }, - "credit": { - "schemaVersion": 1, - "identity": { - "target": "019680", - "market": "KR", - "engine": "credit", - "axis": "등급", - "version": "v4.0" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": { - "latestPeriod": "2025", - "retrievedAt": "2026-10-25" - }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" - }, - "status": "usable", - "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." - }, - "confidence": { - "level": "high", - "score": 95.0, - "method": "validAxisWeightCoverage" - }, - "drivers": [ - { - "id": "axis.재무신뢰성", - "label": "재무신뢰성", - "value": 0.0, - "unit": "riskScore", - "direction": "positive", - "weight": 10, - "contribution": 0.0, - "sourceRef": "axes.재무신뢰성" - }, - { - "id": "axis.자본구조", - "label": "자본구조", - "value": 14.23, - "unit": "riskScore", - "direction": "positive", - "weight": 20, - "contribution": 2.85, - "sourceRef": "axes.자본구조" - }, - { - "id": "axis.유동성", - "label": "유동성", - "value": 56.44, - "unit": "riskScore", - "direction": "negative", - "weight": 15, - "contribution": 8.47, - "sourceRef": "axes.유동성" - }, - { - "id": "axis.채무상환능력", - "label": "채무상환능력", - "value": 46.25, - "unit": "riskScore", - "direction": "negative", - "weight": 25, - "contribution": 11.56, - "sourceRef": "axes.채무상환능력" - } - ], - "claims": [ - { - "id": "credit.capitalStructure", - "label": "자본구조는 양호하다.", - "comparisonKey": "capitalStructure", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019680/axes/자본구조", - "evidenceRefs": [ - "credit.axis.자본구조" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.cashConversion", - "label": "현금흐름 창출 능력은 양호하다.", - "comparisonKey": "cashConversion", - "basis": "creditNarrative", - "direction": "neutral", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019680/axes/현금흐름", - "evidenceRefs": [ - "credit.axis.현금흐름" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.debtService", - "label": "채무상환능력은 커뮤니케이션서비스 업종 기준 취약하여 즉각적인 개선이 요구된다.", - "comparisonKey": "debtService", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019680/axes/채무상환능력", - "evidenceRefs": [ - "credit.axis.채무상환능력" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - }, - { - "id": "credit.liquidity", - "label": "유동성은 부족하여 차환/유동성 위험이 높다.", - "comparisonKey": "liquidity", - "basis": "creditNarrative", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "derived", - "sourceRef": "dartlab://credit/019680/axes/유동성", - "evidenceRefs": [ - "credit.axis.유동성" - ], - "falsifierRefs": [ - "negativeOutlook" - ] - } - ], - "evidence": [ - { - "id": "credit.axis.채무상환능력", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/채무상환능력", - "status": "derived", - "detail": "위험점수 46.25, 가중치 25%" - }, - { - "id": "credit.axis.자본구조", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/자본구조", - "status": "derived", - "detail": "위험점수 14.23, 가중치 20%" - }, - { - "id": "credit.axis.유동성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/유동성", - "status": "derived", - "detail": "위험점수 56.44, 가중치 15%" - }, - { - "id": "credit.axis.현금흐름", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/현금흐름", - "status": "derived", - "detail": "위험점수 17.50, 가중치 15%" - }, - { - "id": "credit.axis.사업안정성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/사업안정성", - "status": "derived", - "detail": "위험점수 18.69, 가중치 10%" - }, - { - "id": "credit.axis.재무신뢰성", - "kind": "creditAxis", - "sourceRef": "dartlab://credit/019680/axes/재무신뢰성", - "status": "derived", - "detail": "위험점수 0.00, 가중치 10%" - } - ], - "assumptions": [], - "gaps": [ - { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크" - } - ], - "scenarios": [ - { - "id": "base", - "label": "기준", - "grade": "dCR-BB-", - "score": 43.9, - "assumptions": {} - }, - { - "id": "moderateStress", - "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 44.91, - "assumptions": { - "scenarioStress": "moderate" - } - } - ], - "falsifiers": [ - { - "id": "negativeOutlook", - "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", - "sourceRef": "outlook" - }, - { - "id": "weakAxisDeterioration", - "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", - "sourceRef": "axes.유동성" - } - ], - "payload": { - "blockRefs": [ - "grade", - "axes", - "metricsHistory", - "narratives" - ], - "gradeHistory": [ - { - "period": "2026", - "score": 46.89, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2025", - "score": 54.35, - "grade": "B+", - "pdEstimate": 4.0 - }, - { - "period": "2024", - "score": 59.98, - "grade": "B", - "pdEstimate": 7.0 - }, - { - "period": "2023", - "score": 44.84, - "grade": "BB-", - "pdEstimate": 2.5 - }, - { - "period": "2022", - "score": 32.65, - "grade": "BB+", - "pdEstimate": 0.75 - }, - { - "period": "2021", - "score": 25.42, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2020", - "score": 25.52, - "grade": "BBB", - "pdEstimate": 0.25 - }, - { - "period": "2019", - "score": 6.9, - "grade": "AA", - "pdEstimate": 0.02 - } - ], - "coverage": { - "validAxes": 6, - "totalAxes": 7, - "validWeight": 95.0, - "totalWeight": 100.0, - "weightCoverage": 95.0 - }, - "eCR": "eCR-4", - "pdEstimate": 2.5, - "notchAdjustment": null, - "divergenceExplanation": [ - "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.70%). 최근 주가 하락이 반영된 결과", - "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", - "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" - ] - } - }, "industry": { "schemaVersion": 1, "identity": { @@ -926,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,176 +737,6 @@ } } }, - "quant": { - "schemaVersion": 1, - "identity": { - "target": "019680", - "market": "KR", - "engine": "quant", - "axis": "괴리", - "version": "1" - }, - "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2024", - "knowledgeBoundary": "2026-10-25" - }, - "status": "partial", - "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." - }, - "confidence": { - "level": "medium", - "score": 61.3, - "method": "threeBlockCoverageAndSignalClarity" - }, - "drivers": [ - { - "id": "fundamental", - "label": "공시 이익 변화", - "score": 0.5, - "direction": "positive", - "sourceRef": "fundamental.score" - }, - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.5 - }, - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2024", - "status": "derived", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental", - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.fundamental", - "kind": "disclosureFundamental", - "sourceRef": "dartlab://quant/earnings", - "status": "derived", - "observedAt": null, - "detail": "괴리 판정의 fundamental 입력" - }, - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2026-10-23", - "detail": "괴리 판정의 price 입력" - } - ], - "assumptions": [ - { - "id": "expectationMethod", - "value": "crossSectionalEarningsSurpriseProxy", - "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." - } - ], - "gaps": [ - { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "scenarios": [ - { - "id": "confirmation", - "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", - "classification": "confirmation" - }, - { - "id": "reversal", - "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" - } - ], - "falsifiers": [ - { - "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" - } - ], - "payload": { - "blockRefs": [ - "fundamental", - "expectation", - "price" - ], - "classification": "inconclusive" - } - }, "macro": { "schemaVersion": 1, "identity": { @@ -1223,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +766,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +789,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,8 +891,8 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 1 }, "gaps": [ { @@ -1379,11 +903,9 @@ "engine": "analysis" }, { - "id": "credit.axis.공시리스크", - "status": "missing", - "reason": "공시리스크 축을 계산할 근거가 부족합니다.", - "sourceRef": "axes.공시리스크", - "engine": "credit" + "engine": "credit", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "industry.sectorMetrics", @@ -1428,18 +950,9 @@ "engine": "industry" }, { - "id": "quant.expectationProxy", - "status": "missing", - "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", - "sourceRef": "dartlab://quant/surprise", - "engine": "quant" - }, - { - "id": "quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus", - "engine": "quant" + "engine": "quant", + "status": "blocked", + "reason": "SourceAttemptsExhaustedError: history fallback source가 모두 실패했습니다 (naver=CircuitOpenError, fdr=CircuitOpenError, yahooChart=CircuitOpenError, naverGlobal=CircuitOpenError, fmp=CircuitOpenError)" }, { "id": "macro.edge.hy-risk-premium.companyEvidence", @@ -1457,7 +970,7 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "productNotUsable" + "reason": "missingProduct" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/019770.json b/landing/lenses/019770.json index 04a5984186228e7727494d786c708d7e3e58c665..63e51c6d3a82aa10f847d20d190c5c1582fa1402 100644 --- a/landing/lenses/019770.json +++ b/landing/lenses/019770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,13 +1194,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/019990.json b/landing/lenses/019990.json index 42820829b6a6195c99ff0fd4a2e468030ad6fd31..e907684735daa227abe36163918a8303292ba4ff 100644 --- a/landing/lenses/019990.json +++ b/landing/lenses/019990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020000.json b/landing/lenses/020000.json index d9098ee39b48bcd3512a174af1578bd14983230d..6638a25ab5f2ff2fbac3147d943985e1b08f2742 100644 --- a/landing/lenses/020000.json +++ b/landing/lenses/020000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020120.json b/landing/lenses/020120.json index c41bbdcf9e5d17049a58af43099ad68f0cf95ddd..5dd0c837fde813a0606c0dc6b2d3e4574507edff 100644 --- a/landing/lenses/020120.json +++ b/landing/lenses/020120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020150.json b/landing/lenses/020150.json index 45cfec719267a88d720f52e01d0491c908b151c5..c39ba7638baf81496ffc79375ef5bbe8b390bafe 100644 --- a/landing/lenses/020150.json +++ b/landing/lenses/020150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020180.json b/landing/lenses/020180.json index 73c69748fab3649bfcfff6e8c573072f82938e35..66353078a7472a109ef7bdeff6b776faa8c1129c 100644 --- a/landing/lenses/020180.json +++ b/landing/lenses/020180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1072,8 +1072,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,10 +1103,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0203K0.json b/landing/lenses/0203K0.json index 85d0d80490ee62ce8b396a2e2348988b669ab545..9ddb4a80164992b65db6e718989bc2a4bf27dfe1 100644 --- a/landing/lenses/0203K0.json +++ b/landing/lenses/0203K0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -1.0, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -1.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/020400.json b/landing/lenses/020400.json index a9351f3b749e86b007be9d69aa019a9837cff9eb..9a7f3e308fea583c39c1e95602f12229cf6e3fe2 100644 --- a/landing/lenses/020400.json +++ b/landing/lenses/020400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 76점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 243.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/020560.json b/landing/lenses/020560.json index c35625820283705930551ada8d8c374b62d1321c..364089c03cc5da780c67f46fa63afdd0a0e6387f 100644 --- a/landing/lenses/020560.json +++ b/landing/lenses/020560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0205H0.json b/landing/lenses/0205H0.json new file mode 100644 index 0000000000000000000000000000000000000000..335f50244bc35e407648bc052997c8524917ff18 --- /dev/null +++ b/landing/lenses/0205H0.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "0205H0", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "0205H0", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-02" + }, + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "0205H0", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-02" + }, + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "0205H0", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-11-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "0205H0", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0205H0" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0205H0/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/0205H0", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/0205H0/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/020710.json b/landing/lenses/020710.json index bb42e904fb50d0b7789776296aad8bc2d67212e2..5c8bba7eaaec65a16339040f0bf999dc17978bd4 100644 --- a/landing/lenses/020710.json +++ b/landing/lenses/020710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/020760.json b/landing/lenses/020760.json index ffdbf5cbd955ec85dd91396fa144d97baedadb41..9363e83efdb44cc212aac5c67f4798ce46a3675f 100644 --- a/landing/lenses/020760.json +++ b/landing/lenses/020760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021040.json b/landing/lenses/021040.json index a6cfcbe542d74a6991c0fd89eb39b88bef2dc5bd..9a5413c36b38d41567b65fd885c228a58e057329 100644 --- a/landing/lenses/021040.json +++ b/landing/lenses/021040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021050.json b/landing/lenses/021050.json index acb61222ead4abc68ef784b6a2b2925802c9353d..94aeb68456721632c75f7421d1c1c2cf936468ba 100644 --- a/landing/lenses/021050.json +++ b/landing/lenses/021050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/021080.json b/landing/lenses/021080.json index d3cb9b0084ab1cf0c8999a6565a44c82ec1099e0..04300f0cb1431f474345700985ab7843d9a9044d 100644 --- a/landing/lenses/021080.json +++ b/landing/lenses/021080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -922,8 +922,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -935,8 +935,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -953,10 +953,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021240.json b/landing/lenses/021240.json index c6b57f7f55f526fba775460a844c6a07f03c3972..26f048a145dbf67afb69eb82d242c057242db4d9 100644 --- a/landing/lenses/021240.json +++ b/landing/lenses/021240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021320.json b/landing/lenses/021320.json index be596ffb5d7fc3eba95708d4506edc761fe3709a..acc3c8c475a4906025abb718597e511af63243fd 100644 --- a/landing/lenses/021320.json +++ b/landing/lenses/021320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -848,14 +848,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021650.json b/landing/lenses/021650.json index bb3c21c0329f64a5567b8592935d4f7f3066f6f6..af860d257d6866aae50355e1073da706a33dcc41 100644 --- a/landing/lenses/021650.json +++ b/landing/lenses/021650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021820.json b/landing/lenses/021820.json index 604feb848637bc6555af00665831eadc11ba02d2..b0b957c0194feda568907b01d96d30319227b56d 100644 --- a/landing/lenses/021820.json +++ b/landing/lenses/021820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/021880.json b/landing/lenses/021880.json index 967fdfc786fd98e1054722399f45e32472da66c3..08c27c93b9e7ecce7eca12961b75545e2da07fc2 100644 --- a/landing/lenses/021880.json +++ b/landing/lenses/021880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -384,13 +384,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -490,14 +490,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -617,10 +617,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -636,10 +636,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -659,7 +659,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -667,7 +667,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0218L0.json b/landing/lenses/0218L0.json index a4fffc6558807e9afb732b821c09ed6e1cb6f5b3..9d45a6f730f6baf82bad7dc3880517f086efc58b 100644 --- a/landing/lenses/0218L0.json +++ b/landing/lenses/0218L0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/021960.json b/landing/lenses/021960.json index 2e88e934b31e95b31147805ab644a70174af8376..b30860c02064391510e4c59deb8c2a2797c35b0b 100644 --- a/landing/lenses/021960.json +++ b/landing/lenses/021960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/0220W0.json b/landing/lenses/0220W0.json index bba1655dd441729993260ca3a847e0dc11695004..ff3dfb0c5a65e3281303190b03132556a6085ba7 100644 --- a/landing/lenses/0220W0.json +++ b/landing/lenses/0220W0.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/022100.json b/landing/lenses/022100.json index 4a0a2558aa853b194de99a0168aa556d881c8f27..c67aee116dcd492b76cc1dacc47c14f2cb2cd76a 100644 --- a/landing/lenses/022100.json +++ b/landing/lenses/022100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/022220.json b/landing/lenses/022220.json index 95b960d1e6b1dd18f38aa8771db0c05bfc41e14f..91bdfbc9a37201b97cbc9db1e0c8b69e8625b6a5 100644 --- a/landing/lenses/022220.json +++ b/landing/lenses/022220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 34.90, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.0, + "grade": "dCR-BB+", + "score": 34.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.47, + "grade": "dCR-BB+", + "score": 35.3, "assumptions": { "scenarioStress": "moderate" } @@ -907,12 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,7 +1085,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": null, "status": "derived", @@ -1106,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": null, "status": "observed", @@ -1194,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1213,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1230,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023000.json b/landing/lenses/023000.json index 29786d60c8adcd92d5f428834823ea67cf6b4973..3f6f9d08decefd88da2499710d570f35f6d72371 100644 --- a/landing/lenses/023000.json +++ b/landing/lenses/023000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1109,7 +1109,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1118,7 +1118,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023150.json b/landing/lenses/023150.json index ad840d44d7e41d4b8e09cda5d63f405c4c5ed218..b7abdb67c878b2ae11376f50ea892e73967ba077 100644 --- a/landing/lenses/023150.json +++ b/landing/lenses/023150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.55, + "score": 45.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 45.06, + "score": 46.85, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1503,12 +1503,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:985d8891a86c", + "target": "023150", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.757 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/023160.json b/landing/lenses/023160.json index 1550ca4ef0693ac40f8dd4ff87e20444e93e5187..cf55c7b6b56a02a81e74089b80719f96cd984288 100644 --- a/landing/lenses/023160.json +++ b/landing/lenses/023160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023350.json b/landing/lenses/023350.json index 1f1f445d0d9d5f27890f93c2582240c9a209278d..086fe770939eadd0b301c36ea3fee28cc9d6ab40 100644 --- a/landing/lenses/023350.json +++ b/landing/lenses/023350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023410.json b/landing/lenses/023410.json index 9b4ef80c36b500d31842c63d6e66bbe9773b578c..7a775a7439cea8e25a3624d5078edd914eb7029d 100644 --- a/landing/lenses/023410.json +++ b/landing/lenses/023410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023440.json b/landing/lenses/023440.json index f6a98b9191e7ad47ec54c38608e9d4abbbb49fcf..a8ebaf345371445a8ac215cc2af2b29f599d233f 100644 --- a/landing/lenses/023440.json +++ b/landing/lenses/023440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 83점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.45%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023450.json b/landing/lenses/023450.json index 836948bc38af5d7b785aedc641f9a99ae2c340d6..b712c3f07cdae8322be4612e4a9073c6aaffb4c0 100644 --- a/landing/lenses/023450.json +++ b/landing/lenses/023450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023460.json b/landing/lenses/023460.json index a6bd2f0c699f6ce6e7ee9d73ed6b3715ca7bc97d..2936c7d0bed510b296658253c65c247af98062f0 100644 --- a/landing/lenses/023460.json +++ b/landing/lenses/023460.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/023530.json b/landing/lenses/023530.json index 88e9d05609ed5b7604d344a910b202be2d3438ee..bd737440a97140e36f49dc9196f360de169ecbd2 100644 --- a/landing/lenses/023530.json +++ b/landing/lenses/023530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/023590.json b/landing/lenses/023590.json index 1e894c571b4de1961b89d62b3e11d7f7ac24ef55..bdb15717a0e71e782c35108cddb3df18646d34c4 100644 --- a/landing/lenses/023590.json +++ b/landing/lenses/023590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 44.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 44.08, + "score": 47.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 44.58, + "grade": "dCR-BB-", + "score": 48.31, "assumptions": { "scenarioStress": "moderate" } @@ -850,6 +850,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -927,6 +932,7 @@ "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 11.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -943,14 +949,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1070,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1116,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1142,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1158,8 +1164,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1194,7 +1200,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1250,10 +1256,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1269,10 +1275,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1480,7 +1486,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1502,7 +1508,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1520,8 +1526,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023600.json b/landing/lenses/023600.json index f15ad6ec056451a73949e0084f0f38bd3b5d0156..2a4b45e75fdb596967268ded51ec525fd5fed9cd 100644 --- a/landing/lenses/023600.json +++ b/landing/lenses/023600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023760.json b/landing/lenses/023760.json index 05e3ede8d48ba59cc8f5d283d996fce3084b82a7..3d018db0ecfbce9b7e2fb7549b948b30bc5e7034 100644 --- a/landing/lenses/023760.json +++ b/landing/lenses/023760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -636,7 +636,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -691,8 +691,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1086,7 +1086,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,15 +1126,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/023770.json b/landing/lenses/023770.json index 49a3ce0929fe622d86e2c87327963a05c19de9cf..42182c4936caed00f2e3c92bc93195461911528e 100644 --- a/landing/lenses/023770.json +++ b/landing/lenses/023770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023790.json b/landing/lenses/023790.json index 3a50b86da1cc4ab8040b02663b631a9104267386..4572426d4271cb3b01fae1c6e47c5791bfa46d9b 100644 --- a/landing/lenses/023790.json +++ b/landing/lenses/023790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 93.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 86.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023800.json b/landing/lenses/023800.json index 4b98095d2fe54bde98a334fa79fe7b8a12e54d60..0b6ffb2ac7fa792e4f331f303bd9c17580d4c868 100644 --- a/landing/lenses/023800.json +++ b/landing/lenses/023800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/023810.json b/landing/lenses/023810.json index c0662502971b898079cf209e6c6e05bcfdfe694a..fb641443ffcc0ce9c11e14502a709f84bce35c08 100644 --- a/landing/lenses/023810.json +++ b/landing/lenses/023810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023900.json b/landing/lenses/023900.json index 900fc82dbd6f5e612861732985462a91440ae9e0..a5edf61b8b6b847f281d712e20ca35875da227b0 100644 --- a/landing/lenses/023900.json +++ b/landing/lenses/023900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/023910.json b/landing/lenses/023910.json index 1fd765d7f69951debb52c957275a8fab0233fde0..39cb54d06dcca0aea512d9211c59dcad736fdc44 100644 --- a/landing/lenses/023910.json +++ b/landing/lenses/023910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/023960.json b/landing/lenses/023960.json index 3b1b8053a1e8d1115608a87a75d807317f0e96e9..715fa9d8d2c08538a4367c36ba30d65402a86d66 100644 --- a/landing/lenses/023960.json +++ b/landing/lenses/023960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024060.json b/landing/lenses/024060.json index 3f2a5100b15dd49b57a9cfcef6634c5f9ccb0087..6ec118e83fbf3bf3195bd212a391e34c294b14ae 100644 --- a/landing/lenses/024060.json +++ b/landing/lenses/024060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1234,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1252,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024070.json b/landing/lenses/024070.json index 86905ca816cbb7d2d8050e04029c351c9c82f147..32df84547385a7c94e94b3f63ef247454aa0eb23 100644 --- a/landing/lenses/024070.json +++ b/landing/lenses/024070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024090.json b/landing/lenses/024090.json index 78f729ca48a746c70539528746a2a3b92fd5064f..ea6e349bc5ca38bf95ece4b3d62e548a468be9e0 100644 --- a/landing/lenses/024090.json +++ b/landing/lenses/024090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024110.json b/landing/lenses/024110.json index ad44124b9c79a880c36e408e4d701acfc7defa86..20b5d18a29bdb108ac06dde35e7f0230c96b16b4 100644 --- a/landing/lenses/024110.json +++ b/landing/lenses/024110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024120.json b/landing/lenses/024120.json index d10a8182c384ebd9d09dc522d52cc0b0645530e2..a8837740659efaa60ee952ecc790e949eb3de704 100644 --- a/landing/lenses/024120.json +++ b/landing/lenses/024120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f6b5ef9a50c5", + "target": "024120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.89 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024720.json b/landing/lenses/024720.json index 0acf8bb0c23adca376d71e23b4700ae0fdf5bb6d..26be4d956009ed4aac2f91497acc8c70637d69ca 100644 --- a/landing/lenses/024720.json +++ b/landing/lenses/024720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024740.json b/landing/lenses/024740.json index 65f6f076e9e308b6b5fe0f0c557fd2760425e068..a04430cab7d49df6cd64010ea5963c5b4fe110e0 100644 --- a/landing/lenses/024740.json +++ b/landing/lenses/024740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024800.json b/landing/lenses/024800.json index ab5c0e474bd283acedf29ea9f34e397b61561507..13695fffd36c5e9a18069e1f7cc946807fb92879 100644 --- a/landing/lenses/024800.json +++ b/landing/lenses/024800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024810.json b/landing/lenses/024810.json index e6228107956ef06cc3c14ba381ad7546208f87c8..c9fbee683bf8ef63c0dce35477197cae9c1a7992 100644 --- a/landing/lenses/024810.json +++ b/landing/lenses/024810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024830.json b/landing/lenses/024830.json index cab8bd5443665741eff4c1e7b035842a0bc89895..b6a0c8e4d16a30ffebf77fecc86b6e9f7169b978 100644 --- a/landing/lenses/024830.json +++ b/landing/lenses/024830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,10 +1155,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1173,10 +1173,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024840.json b/landing/lenses/024840.json index ddda538f97c1c525a231e1ff8b90f191a0e8ea13..923190b85e7e31566d5066722903591f2e92d30d 100644 --- a/landing/lenses/024840.json +++ b/landing/lenses/024840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,7 +1603,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1625,7 +1625,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1643,8 +1643,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/024850.json b/landing/lenses/024850.json index cfd6796c7192da07083b9c64a6abcbe02d65f78f..ce686c6a19854a1cce8857e47d69e206956201ae 100644 --- a/landing/lenses/024850.json +++ b/landing/lenses/024850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024880.json b/landing/lenses/024880.json index c046febf385e8db74b5af9f196c9067197b963b4..8fa4c557965c9af4363c4414e92176ac746bda91 100644 --- a/landing/lenses/024880.json +++ b/landing/lenses/024880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024890.json b/landing/lenses/024890.json index faabd44d64748647483ad60d9f9af97fd3c8fafc..e9d8444db92fe729d65f0e4e9f9904a454d622c1 100644 --- a/landing/lenses/024890.json +++ b/landing/lenses/024890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 26.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 29.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 77.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,12 +1508,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:92a756012b11", + "target": "024890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/024900.json b/landing/lenses/024900.json index 1015512e265b588575487adac8533ca9337438a0..e1ecb106ea894d4591f2db722b26130043bb547c 100644 --- a/landing/lenses/024900.json +++ b/landing/lenses/024900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 27.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 30.22, + "score": 27.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 31.25, + "score": 29.0, "assumptions": { "scenarioStress": "moderate" } @@ -912,7 +912,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024910.json b/landing/lenses/024910.json index bc413e97ce781849d81c75b8996ffb39cf14e0ab..d9de8354ce627d50a12d2febf91cbe87395f5de9 100644 --- a/landing/lenses/024910.json +++ b/landing/lenses/024910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024940.json b/landing/lenses/024940.json index 6174926e961e6955437f2bad9da5a6de8cc9f199..b5e55e47a20127f77d70b35bf82fafc0fbc6459c 100644 --- a/landing/lenses/024940.json +++ b/landing/lenses/024940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/024950.json b/landing/lenses/024950.json index 4cb5cfd94337adc7e9b1c54e7d975499c70dd282..6c48161f9cf455f7fba9a6991522901966b1e9f6 100644 --- a/landing/lenses/024950.json +++ b/landing/lenses/024950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025000.json b/landing/lenses/025000.json index fd72362bf830647a93c265d718d21e3b7602ff04..814b60e29bc3363328fe93fe4959c0a5a27d0bcf 100644 --- a/landing/lenses/025000.json +++ b/landing/lenses/025000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025320.json b/landing/lenses/025320.json index 2e708e6c77647b62eeaf0fb4110d44b353eeba66..0d79513178fb57337bb355d87c5eb06398d00089 100644 --- a/landing/lenses/025320.json +++ b/landing/lenses/025320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025440.json b/landing/lenses/025440.json index 89a1ebcdef0eee2816a7be6ddda356cbfc5c307b..6bb72aa868cad831f3aadbc0235bd02d0fb0c21e 100644 --- a/landing/lenses/025440.json +++ b/landing/lenses/025440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025530.json b/landing/lenses/025530.json index 38d6b252150d2026d5e7a6d6c82e5e3b52c84d02..06a5d60237e5f4a7efcff7ed70adc6b103104782 100644 --- a/landing/lenses/025530.json +++ b/landing/lenses/025530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025540.json b/landing/lenses/025540.json index dfa87ef3cc30e7499326ad17088bcb19da02e54e..b1d82974555678be2e4ba045c0509c5fd351d9cb 100644 --- a/landing/lenses/025540.json +++ b/landing/lenses/025540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025550.json b/landing/lenses/025550.json index e402767da708494d6442677107e4411e687648fc..bdd38bd263a39572ecc99b309c28cb74f5b6acbb 100644 --- a/landing/lenses/025550.json +++ b/landing/lenses/025550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025560.json b/landing/lenses/025560.json index ff442c29ba6d49fa325a2ca71e98c703cabd0263..7cfed25246bfb9da0607983e9c1883b3747d60e9 100644 --- a/landing/lenses/025560.json +++ b/landing/lenses/025560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025620.json b/landing/lenses/025620.json index 6249a0610e2c6c800834019b3ac35a62e21fc578..3736d02f42c83e5110997ed9d31895449e14ace4 100644 --- a/landing/lenses/025620.json +++ b/landing/lenses/025620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025750.json b/landing/lenses/025750.json index cf7ba861f38656cf617c378297ad950c5be265a6..77c7d8b860906a6330273bcfed6847db202fecec 100644 --- a/landing/lenses/025750.json +++ b/landing/lenses/025750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025770.json b/landing/lenses/025770.json index aab47d47238b647eac40e5c7e52e02187800f871..f8a107d195eddf47dd703d9a510d93086fb6d978 100644 --- a/landing/lenses/025770.json +++ b/landing/lenses/025770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1490,7 +1490,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1512,7 +1512,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1530,8 +1530,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025820.json b/landing/lenses/025820.json index bc86457654f220559dfb48042b47206978ad00f6..41a8dfe527f457d548298b363028d93adc0ce843 100644 --- a/landing/lenses/025820.json +++ b/landing/lenses/025820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.00, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,15 +825,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.0, + "grade": "dCR-BBB", + "score": 22.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.96, + "grade": "dCR-BBB", + "score": 22.96, "assumptions": { "scenarioStress": "moderate" } @@ -916,11 +916,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025860.json b/landing/lenses/025860.json index 05d07d26dbe83dd775acacbb7192f00eb1fe2a68..86fcc9b79ec3416475874c069da56bb407f292ac 100644 --- a/landing/lenses/025860.json +++ b/landing/lenses/025860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,8 +1598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/025870.json b/landing/lenses/025870.json index 4268d48599941f27b5e4ee63e07dc883a9706b07..01b67b086b320669bc8b4b591419c71f732bb810 100644 --- a/landing/lenses/025870.json +++ b/landing/lenses/025870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 74.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 74.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025880.json b/landing/lenses/025880.json index cb1ad3d8a18077e13f6a14ad94453baffd270542..077bc848b013c75c33350af76cf47c53426b1e43 100644 --- a/landing/lenses/025880.json +++ b/landing/lenses/025880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1551,88 +1551,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f9f4de17c5d7", - "target": "025880", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/025890.json b/landing/lenses/025890.json index 83bca77625b270a5390f84ca23255eb1d9930a0a..5409cc459fa3f0ea4cb02d4cd5c8d478107c7a25 100644 --- a/landing/lenses/025890.json +++ b/landing/lenses/025890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,10 +1173,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025900.json b/landing/lenses/025900.json index a8943ce4d06339e55fac43f76cfe0d3add8a521b..6a6ebd169f252a27cdcfe3130282d1939dc56670 100644 --- a/landing/lenses/025900.json +++ b/landing/lenses/025900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1155,8 +1155,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1191,7 +1191,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1247,10 +1247,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1266,10 +1266,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025950.json b/landing/lenses/025950.json index e5a86077e5a14c47ca10f26462b840b4d9ac0c7c..02c4add164a07b0ddb8d7c92bdd12eef4a01fb4f 100644 --- a/landing/lenses/025950.json +++ b/landing/lenses/025950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/025980.json b/landing/lenses/025980.json index a1095b6c89b69a372e75d1ff72afcbae4a9c382a..3a10fe3491d4a161322882eeac0916e3a540732e 100644 --- a/landing/lenses/025980.json +++ b/landing/lenses/025980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 23.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 73.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026040.json b/landing/lenses/026040.json index e55dd9bed2ba6dc451ee3fa78360ba1e37a06dca..562d295b7cdf5610efb1412f7deb490763f64322 100644 --- a/landing/lenses/026040.json +++ b/landing/lenses/026040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1068,7 +1068,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026150.json b/landing/lenses/026150.json index 3be314dbd38731e4f9f647bf793b35e5a05afe39..f979d825ddbd26c36f6b2761e98d31ed8a4a5ed4 100644 --- a/landing/lenses/026150.json +++ b/landing/lenses/026150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026890.json b/landing/lenses/026890.json index 4d89b1ee0352d4475907bff3ef2face4aebab45d..60cf9e648464db8c40ed409614462f4afc169992 100644 --- a/landing/lenses/026890.json +++ b/landing/lenses/026890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026910.json b/landing/lenses/026910.json index 1b129aa8d40040aabc990d3c1c1ad29679bcdd12..16f2917fe49004388db68302ddde8e26429f5a83 100644 --- a/landing/lenses/026910.json +++ b/landing/lenses/026910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-B+", - "summary": "dCR 위험점수 48.92, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 45.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-B+", - "score": 48.92, + "grade": "dCR-BB-", + "score": 45.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 49.7, + "grade": "dCR-BB-", + "score": 46.05, "assumptions": { "scenarioStress": "moderate" } @@ -905,12 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 4.0, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 10.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026940.json b/landing/lenses/026940.json index 9b169055e476416df94f128db151d09172fd0819..df29e1203e1c75efefba8031e6396c2899bc6017 100644 --- a/landing/lenses/026940.json +++ b/landing/lenses/026940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/026960.json b/landing/lenses/026960.json index e23d2a385591d123348eb81faf6f908396c4b964..847c2959da926f40cd3d4243872ecb2fa34ae51c 100644 --- a/landing/lenses/026960.json +++ b/landing/lenses/026960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027040.json b/landing/lenses/027040.json index 8d007c9d160415c366ab4bde53ef805a1deecba9..16e0a7520259db41a775d9f285cd265c4091ae15 100644 --- a/landing/lenses/027040.json +++ b/landing/lenses/027040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027050.json b/landing/lenses/027050.json index 5eb0cb9911a9f321adb1e98342ad6fc2351e391d..49dbab4116e11ac2b1aa01400cfa6a2a9d6cdfe4 100644 --- a/landing/lenses/027050.json +++ b/landing/lenses/027050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027360.json b/landing/lenses/027360.json index f31d24581b7d6ca4a3c2fe4c6a50aa9c05e0d78b..c7e5b5dfd77ca8e49da768b76c030127932b0304 100644 --- a/landing/lenses/027360.json +++ b/landing/lenses/027360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027410.json b/landing/lenses/027410.json index 37a27e8d5782a115703168d5f98462b8a4c61c4c..a548e643cba2e2dee483effe61f888448fa31f04 100644 --- a/landing/lenses/027410.json +++ b/landing/lenses/027410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027580.json b/landing/lenses/027580.json index 1fba88dbdef1982e94d74566894f9c4cede5ffc9..7d242a7d10677266e3e103fad5b6c21768545905 100644 --- a/landing/lenses/027580.json +++ b/landing/lenses/027580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027710.json b/landing/lenses/027710.json index 2789612e2e5ad0f8526c66f6fe36f7d74702a29b..828c267da4a6fdca19840f281635261ac0204a27 100644 --- a/landing/lenses/027710.json +++ b/landing/lenses/027710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,15 +1057,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1561,8 +1561,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/027740.json b/landing/lenses/027740.json index 510760489b3624b953d5895e45b1e564273a9796..dedd6edb1b06f3620be15437013a328170ca21fd 100644 --- a/landing/lenses/027740.json +++ b/landing/lenses/027740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/027830.json b/landing/lenses/027830.json index 710ff0e183c1bae13d24b4728f9d480303983b62..d3f0678e8ba68abc0026689a324a2f79aa890090 100644 --- a/landing/lenses/027830.json +++ b/landing/lenses/027830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -522,14 +522,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -649,10 +649,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-16", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -681,7 +681,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-16", "period": null, "status": "derived", @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-16", "period": null, "status": "observed", @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/027970.json b/landing/lenses/027970.json index fa5dca12c7cccf7fa4dc9374d68e49f852568d3b..b4b6b1c3208155c129f0e4ccdf773057944fb81d 100644 --- a/landing/lenses/027970.json +++ b/landing/lenses/027970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028050.json b/landing/lenses/028050.json index 0da9431db907a460d494c0fe1d2d5a6c81702aae..5ce78f65e3b1ef0b7551b9d252b60d933bb3d072 100644 --- a/landing/lenses/028050.json +++ b/landing/lenses/028050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028080.json b/landing/lenses/028080.json index 3f41bd4128408c851aab2406a180d164beeb2381..41f94887ef209a868540c92525450202c4b4ceb3 100644 --- a/landing/lenses/028080.json +++ b/landing/lenses/028080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.80%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,7 +1505,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", diff --git a/landing/lenses/028100.json b/landing/lenses/028100.json index 775dd885fe1d8a9b8426192f555762442b1f5812..4aa8f6a104b2eeec75702922cb9ab7c77c174a5c 100644 --- a/landing/lenses/028100.json +++ b/landing/lenses/028100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028260.json b/landing/lenses/028260.json index c09002004081738ca43e79dff96b26e791605a54..7262a7b2093d4a7e03db6bedfbcbdfedec362d5b 100644 --- a/landing/lenses/028260.json +++ b/landing/lenses/028260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b154d112e3af", - "target": "028260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.773 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/028300.json b/landing/lenses/028300.json index 3cf141709433f5c0321e613a4ce8b5d56a69f84e..b6593d0e4f80372259dfbb029517b978a3b872b9 100644 --- a/landing/lenses/028300.json +++ b/landing/lenses/028300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/028670.json b/landing/lenses/028670.json index a388defd4849e5f4f3d935aebe634fe229426efd..b32e32f84a748809259e2d4ca4803b02c0e95005 100644 --- a/landing/lenses/028670.json +++ b/landing/lenses/028670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,10 +1140,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029460.json b/landing/lenses/029460.json index bff68fa8af0219f3b9c3ccd89de12262f2273ed1..f8554bdafba4eae28737a2e9d5e431ab36be7ce8 100644 --- a/landing/lenses/029460.json +++ b/landing/lenses/029460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,18 +630,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.77, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.77, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.77, + "score": 3.77, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.15, + "grade": "dCR-AA+", + "score": 4.15, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -938,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1065,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1111,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1189,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1264,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029480.json b/landing/lenses/029480.json index d496c74fbfa3ecf9695acc310820f5371f1afcd1..34b82c10062c188a5e3ca2b08c7e71395d319c15 100644 --- a/landing/lenses/029480.json +++ b/landing/lenses/029480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029530.json b/landing/lenses/029530.json index 545d8538c638ca54191527347ef8a2ef57bed5b2..b662309dca1f2e6f71dd09595da713b42f8e8911 100644 --- a/landing/lenses/029530.json +++ b/landing/lenses/029530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029780.json b/landing/lenses/029780.json index f259f98263b6188a609049686e2098c3c761d816..97267e84e5568304aa3d5b228f98052188bbd4a4 100644 --- a/landing/lenses/029780.json +++ b/landing/lenses/029780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -635,8 +635,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -688,10 +688,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/029960.json b/landing/lenses/029960.json index a714ef4690ec12fc3c5a11af6887193ff41b05cf..9d0c1d200fb0147203c903684ad2f024a8a528ad 100644 --- a/landing/lenses/029960.json +++ b/landing/lenses/029960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030000.json b/landing/lenses/030000.json index f048584bf00e16ec30c4744d84254779170d9ac0..0bb5647008c51a949f895fd5966485c1a3090f6e 100644 --- a/landing/lenses/030000.json +++ b/landing/lenses/030000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.87, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 13.18, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.87, + "grade": "dCR-A", + "score": 13.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 11.79, + "grade": "dCR-A", + "score": 14.15, "assumptions": { "scenarioStress": "moderate" } @@ -904,9 +904,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030190.json b/landing/lenses/030190.json index 5400ffed89d4a72645f75ef81e2fa2d93ed4a718..c884db7481426993d5d6af23c50240ab1760ab74 100644 --- a/landing/lenses/030190.json +++ b/landing/lenses/030190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030200.json b/landing/lenses/030200.json index 4c38f37188ca30d9ec9e64ec71b3cb0b0ccb542c..560ac1dfd91573c5907216c7d71f872aa72f4316 100644 --- a/landing/lenses/030200.json +++ b/landing/lenses/030200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.31%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,12 +1461,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9420a035ba20", + "target": "030200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030210.json b/landing/lenses/030210.json index f74489b58bae4701f2bf0dddf43dad8250d222f0..8a0318350c57962960e8d0341d919e53bb1cec40 100644 --- a/landing/lenses/030210.json +++ b/landing/lenses/030210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -423,13 +423,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -529,14 +529,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -656,19 +656,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -689,8 +689,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -702,7 +702,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -735,17 +735,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -780,7 +780,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -814,7 +814,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -823,7 +823,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -855,10 +855,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -878,7 +878,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,12 +1101,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:4331592d7238", + "target": "030210", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030350.json b/landing/lenses/030350.json index 2a2c280a2d09022ca965e7daa9078cb0e33812d1..e003ae56b49200ddbe3005caa515149f370f47e7 100644 --- a/landing/lenses/030350.json +++ b/landing/lenses/030350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030520.json b/landing/lenses/030520.json index 85b9422f71fe5e7ebe72b44ee7448de048c68332..3f245beb1604deb7fd9b364256e8c5dbb8bf7065 100644 --- a/landing/lenses/030520.json +++ b/landing/lenses/030520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030530.json b/landing/lenses/030530.json index 55add256c6ebf03edc98e1f53eb3cd07bae1d2ef..10dcc2ccb6b2ffbf4272cfd16a4545c401d576fd 100644 --- a/landing/lenses/030530.json +++ b/landing/lenses/030530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1512,12 +1512,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0ba2761cd22e", + "target": "030530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.831 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/030610.json b/landing/lenses/030610.json index e4b853a1d3a47dfafb358741bd681d6c26397c48..c5551612b84fb9833d4426f6971200112266e075 100644 --- a/landing/lenses/030610.json +++ b/landing/lenses/030610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030720.json b/landing/lenses/030720.json index fb6e80150bd7b4dacd2e00891bb440f2b612dd02..8aec1a00681b11128ef156b7dc81766ecd307b2d 100644 --- a/landing/lenses/030720.json +++ b/landing/lenses/030720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/030960.json b/landing/lenses/030960.json index f4b28cded002598f5fd80e572f63030bf6ea390e..6677cef188c91259fd46fe820ae3995b6554e0d4 100644 --- a/landing/lenses/030960.json +++ b/landing/lenses/030960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1027,10 +1027,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1231,10 +1231,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031210.json b/landing/lenses/031210.json index 5b2e82a07b8ba22e70447ccaf38dad1ebea420ac..bddabc10b8aee1532c2221d9126ef94f5a6ee3db 100644 --- a/landing/lenses/031210.json +++ b/landing/lenses/031210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031310.json b/landing/lenses/031310.json index f1d5cf30a2e7461c4b11c1813f9a455866310d79..0880c45cc44e6a3685a9e23460a8030a42b15013 100644 --- a/landing/lenses/031310.json +++ b/landing/lenses/031310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031330.json b/landing/lenses/031330.json index abea0b49cf38ef5d2dc08d29dee5ad8250180490..785a5350abaed476d76e10b23d65cc033c69d5b4 100644 --- a/landing/lenses/031330.json +++ b/landing/lenses/031330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/031430.json b/landing/lenses/031430.json index 4c6ea92d23682ea03dacf06e3c73ea8e5b6bd10e..f6a2e375e88ec02a0a9ff206a57746de59677167 100644 --- a/landing/lenses/031430.json +++ b/landing/lenses/031430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031440.json b/landing/lenses/031440.json index b17223b78f845128383c2abd8f4399a9adaa28ed..f0109b49f59332bd139b046918e5257a5fca9d96 100644 --- a/landing/lenses/031440.json +++ b/landing/lenses/031440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", diff --git a/landing/lenses/031510.json b/landing/lenses/031510.json index 59f2a70a39a1825c7633ade66ae1bebc5f6809b1..14c17ace8cdec019806590c024de48374119e4c2 100644 --- a/landing/lenses/031510.json +++ b/landing/lenses/031510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031820.json b/landing/lenses/031820.json index 1ddf86db9f1f4395922f9e76254149402e3c5825..c9275d30c17ff518062bd2f311cb4f2946e91d97 100644 --- a/landing/lenses/031820.json +++ b/landing/lenses/031820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/031860.json b/landing/lenses/031860.json index 264fa94f2a0688ad43a13695365ee9df7ac4d0f2..fced1452f29b96bc34d9467e0ae73a3afdf3493c 100644 --- a/landing/lenses/031860.json +++ b/landing/lenses/031860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 22.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-13", "period": "2025", "status": "derived", @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-13", "period": "2025", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031980.json b/landing/lenses/031980.json index 0c4a35caf4ecc0531fa7fae9cbbb1ede3bc3da89..6db54c1d075c306e97b892c797dc181c345b05bb 100644 --- a/landing/lenses/031980.json +++ b/landing/lenses/031980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/031990.json b/landing/lenses/031990.json index dc671c4949502b06fd777c094b6f10310ae1a166..75e92956a839387d94bcb0f2e0ed5ae1f05034f9 100644 --- a/landing/lenses/031990.json +++ b/landing/lenses/031990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1028,10 +1028,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1046,10 +1046,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032040.json b/landing/lenses/032040.json index c2c66408089aea36127f6af67a70b8d7238f8efd..33c03309da87e2d01c925a7d01fc74971a8feb53 100644 --- a/landing/lenses/032040.json +++ b/landing/lenses/032040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032080.json b/landing/lenses/032080.json index 1758e811fb228a1fae2cc8df83697a5042105786..f0e996dc5ab5d409e731064ed0fa2fe936f1a14d 100644 --- a/landing/lenses/032080.json +++ b/landing/lenses/032080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032190.json b/landing/lenses/032190.json index f27fcf89fa80c2422bedc539c0f8b13ec2c35f4f..fcc1bab60f13a3e039078493123aaa2251ed47fb 100644 --- a/landing/lenses/032190.json +++ b/landing/lenses/032190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1291,10 +1291,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1309,10 +1309,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1363,7 +1363,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1687,7 +1687,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1709,7 +1709,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1727,8 +1727,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032280.json b/landing/lenses/032280.json index 327735a242429701a927e4e4dd473bd1a3d917c3..cb9fa6db55d895e216de9c7479bfbcc777899611 100644 --- a/landing/lenses/032280.json +++ b/landing/lenses/032280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032300.json b/landing/lenses/032300.json index 6bd0907291ac7943b5954cb7e3bcd5906302ac6c..869c490ba16735385e301b9325efe5dab2530dde 100644 --- a/landing/lenses/032300.json +++ b/landing/lenses/032300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032350.json b/landing/lenses/032350.json index 1bbc93662c45655766964374b5a39a0a677742d2..3ddee874856bc6a390d17b1def05cf6d9a7ec9b8 100644 --- a/landing/lenses/032350.json +++ b/landing/lenses/032350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 17.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032500.json b/landing/lenses/032500.json index b90bb9bbc71cf70cf6e8ce012559c13d70d88df0..509125b71b2621c0d38ffe3e6d15a2391d43592f 100644 --- a/landing/lenses/032500.json +++ b/landing/lenses/032500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 44.07, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 46.01, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 44.07, + "score": 46.01, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.92, + "score": 46.73, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032540.json b/landing/lenses/032540.json index e647ea54ff669b964c33bf01066ae54d8567b4ac..9e0c09e75c5ee042be7cf5e8649cceb0364be69a 100644 --- a/landing/lenses/032540.json +++ b/landing/lenses/032540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032560.json b/landing/lenses/032560.json index c0c4dc7d76055b614dc6604e0085eb7985959ee9..7714ac55efca7df802fdfa518434f134dbcac220 100644 --- a/landing/lenses/032560.json +++ b/landing/lenses/032560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032580.json b/landing/lenses/032580.json index b48f4e0588cbd5ca75f9150720d629d58b1358c2..53a10b39b00681cab98e2f5da1d85e13cc48ffd7 100644 --- a/landing/lenses/032580.json +++ b/landing/lenses/032580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 40.5, + "value": 62.3, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,7 +591,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 40.5, + "value": 62.3, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -868,9 +868,9 @@ "gradeHistory": [ { "period": "2026", - "score": 2.56, - "grade": "AAA", - "pdEstimate": 0.0 + "score": 6.42, + "grade": "AA", + "pdEstimate": 0.02 }, { "period": "2025", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-28", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-28", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-28", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-28", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032620.json b/landing/lenses/032620.json index eb81fd5612217c47e9ff94d51cf7fd32678f6d28..0e0992afbec9c1d639cf7ff1529121318a30370a 100644 --- a/landing/lenses/032620.json +++ b/landing/lenses/032620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/032640.json b/landing/lenses/032640.json index 445e032ffb9ee05ab55d3b381946069e2cf5fd31..2fe780b1d1f376463db4c34516769b97e207ccb2 100644 --- a/landing/lenses/032640.json +++ b/landing/lenses/032640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032680.json b/landing/lenses/032680.json index 82cbda3c960593632cb5b5560b2c5eeec289684e..dfaa6769c5e04830a08090f730d6eb82a33c3512 100644 --- a/landing/lenses/032680.json +++ b/landing/lenses/032680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032710.json b/landing/lenses/032710.json index 407bdb26c952f87d364c37f1a92f3c940a8ac26c..b7d87544281b39677378fc648112093b82aab22c 100644 --- a/landing/lenses/032710.json +++ b/landing/lenses/032710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032750.json b/landing/lenses/032750.json index a318ea0269cd29ff39ac7552defc1ec0dc79392e..b7910524b0db9c65f8e1ab7a8d566d7cb6826c55 100644 --- a/landing/lenses/032750.json +++ b/landing/lenses/032750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/032790.json b/landing/lenses/032790.json index 5ee8af225356f0fda6b55bd4502e279795c122b2..316666253a397359c13811feb72cda9b4ba07315 100644 --- a/landing/lenses/032790.json +++ b/landing/lenses/032790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3aab4f26c606", - "target": "032790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032800.json b/landing/lenses/032800.json index f3faea2f64aad24bd5bdf48294aa21c4934ab5c1..e544e502fa5f2152925be645cd6225ab7c753e5a 100644 --- a/landing/lenses/032800.json +++ b/landing/lenses/032800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032820.json b/landing/lenses/032820.json index cccc0cd18bdbab5d491dbc33de73d4a60ca202b9..9cb8c2be441e7bb607bbd16bc76aa6a626e1715d 100644 --- a/landing/lenses/032820.json +++ b/landing/lenses/032820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032830.json b/landing/lenses/032830.json index 44e320377cc8652430420b98c1a6ff913b5ad578..267601bbd23336e81d13c8076437a6cb98858397 100644 --- a/landing/lenses/032830.json +++ b/landing/lenses/032830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -436,13 +436,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -542,14 +542,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -669,19 +669,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -702,8 +702,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -715,7 +715,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -748,17 +748,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -827,7 +827,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -836,7 +836,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -891,7 +891,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1137,88 +1137,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:815e85092d6d", - "target": "032830", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.958 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/032850.json b/landing/lenses/032850.json index 26d7fe5f29d49188f70cbfff8059d63766e0e0fe..dcf3600e97752b57df28477e8566e8001bf2c951 100644 --- a/landing/lenses/032850.json +++ b/landing/lenses/032850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032860.json b/landing/lenses/032860.json index fa3309ccac48a7d0f6f66ca1036e32335508bb65..b86f44d6b6a7adaee7ca7aa943d19dbc163e5ecb 100644 --- a/landing/lenses/032860.json +++ b/landing/lenses/032860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032940.json b/landing/lenses/032940.json index eeb37d2809b666349d13ca1711e32c0da9a417bb..e897b9f090eabe857ab875119c057a0700db4b24 100644 --- a/landing/lenses/032940.json +++ b/landing/lenses/032940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032960.json b/landing/lenses/032960.json index c9f9af686e46287f2452a2612749f6059af56c81..3e0b199d328b1c9bd4f64d964b88815fe58038d6 100644 --- a/landing/lenses/032960.json +++ b/landing/lenses/032960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/032980.json b/landing/lenses/032980.json index 30344e90f014f33aed65cbfcec6e97e5f06cde69..5d03c02f45e737945e8ee691a6e3ca647bda7338 100644 --- a/landing/lenses/032980.json +++ b/landing/lenses/032980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033050.json b/landing/lenses/033050.json index ea2b3bcfbf0a5a92acb76a40a048a9c0a6b5ac01..d629b5d2fa98ad7b466f438c7767a7d3431d8464 100644 --- a/landing/lenses/033050.json +++ b/landing/lenses/033050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-16", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-16", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-16", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033100.json b/landing/lenses/033100.json index 271cfd8f8e41c7a6f6c488eed745988670d94724..42e686de9be29e5af21597e1c5667c1f41692171 100644 --- a/landing/lenses/033100.json +++ b/landing/lenses/033100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033130.json b/landing/lenses/033130.json index 459e487869d3bd5d6006b18309c6447b4d31b2b9..9dc1e1180019e820c43c6094d0b7848a7496020f 100644 --- a/landing/lenses/033130.json +++ b/landing/lenses/033130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,19 +1049,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,7 +1207,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:93e3dd771cf7", + "target": "033130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033160.json b/landing/lenses/033160.json index 4f518cde891691f43dfd39a2d867430e9a539c3e..9353b5f383db89e8c0ff82ce086e766bc9d16f24 100644 --- a/landing/lenses/033160.json +++ b/landing/lenses/033160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033170.json b/landing/lenses/033170.json index 3de22719229d4c98a5847aaa26420a60f259358c..dae4e8a054832a01ad1744a526e6f0799a363d4f 100644 --- a/landing/lenses/033170.json +++ b/landing/lenses/033170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 74점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 27.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033180.json b/landing/lenses/033180.json index b68d24d0fdcf016a6d06c9737963e4280c321666..1238b2579b6095ad587fa2a2285c7d70d34d16f3 100644 --- a/landing/lenses/033180.json +++ b/landing/lenses/033180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,7 +1115,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", "status": "derived", @@ -1137,7 +1137,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-14", "period": "2025", "status": "observed", @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033200.json b/landing/lenses/033200.json index 6a99e690c822e7cc246ea41e6742bb598a3cf71c..68738aede996bfa5afeca944a887a79f2b095c90 100644 --- a/landing/lenses/033200.json +++ b/landing/lenses/033200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033230.json b/landing/lenses/033230.json index ae16619b9ae97b8ab2748aff807f8a4c5bb3fb3b..788b289c3a808b36be034088b2888cb3a70ac94d 100644 --- a/landing/lenses/033230.json +++ b/landing/lenses/033230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033240.json b/landing/lenses/033240.json index 9070fd66eeb1070c626a1f4f185c132abd0418e1..a19b9ae1ccd608ed3bf5c8e91f0e18cefb9f66ab 100644 --- a/landing/lenses/033240.json +++ b/landing/lenses/033240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033250.json b/landing/lenses/033250.json index 4713861d47116d61bfbd5ecae667c25f9b739b77..00d65fd02f81ce900a98fc591ac99cecee937d0a 100644 --- a/landing/lenses/033250.json +++ b/landing/lenses/033250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,15 +1481,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/033270.json b/landing/lenses/033270.json index 800ee78b62553877cc1c2e8e7aec83b490b64d91..af88d9c10e06498f08a4a0a1ebb7dfd1e702dacb 100644 --- a/landing/lenses/033270.json +++ b/landing/lenses/033270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033290.json b/landing/lenses/033290.json index cefd0eb8c2955cc39581a1617f9c03df9d1d9b01..5d313486521d5a39686d36647e7c582b7ed0b3a0 100644 --- a/landing/lenses/033290.json +++ b/landing/lenses/033290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7083d90b4a90", - "target": "033290", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.641 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033310.json b/landing/lenses/033310.json index 0796475b6b619b5cbc1ed4ea89bdf41a47dfed51..23f333513e6b2e42b80e02682fc28359d054c166 100644 --- a/landing/lenses/033310.json +++ b/landing/lenses/033310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033320.json b/landing/lenses/033320.json index d74044dfde3c07e4a38d9f6ec95a65ad812895de..4a9a34bfcce3eb1468999e2ae7bfa929684c86cc 100644 --- a/landing/lenses/033320.json +++ b/landing/lenses/033320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033340.json b/landing/lenses/033340.json index 2989d4813ec12e540aed582fdad220bcb56d08a0..5f9e734e8b1a22ea8fd540bf1146b8753123acf2 100644 --- a/landing/lenses/033340.json +++ b/landing/lenses/033340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 114.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,15 +1054,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,8 +1460,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033430.json b/landing/lenses/033430.json index 8d41781dc5d04c3612365ba5ac47924db2551989..66362c03f70ea14cdaa6ad9557c3e66a331b8f9e 100644 --- a/landing/lenses/033430.json +++ b/landing/lenses/033430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -167,7 +167,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -220,7 +220,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -273,7 +273,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -326,7 +326,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033500.json b/landing/lenses/033500.json index 4ea5a25b1bbdcc59b8d92dc807486a65c54c805d..135a1cb213b04bbc3231ae56dba510ca6b41deab 100644 --- a/landing/lenses/033500.json +++ b/landing/lenses/033500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033530.json b/landing/lenses/033530.json index fcd2c03beae50251998f8fa41e93161cb095eef2..2033ba0c8226ce112ec87045c3d2cd493add3d27 100644 --- a/landing/lenses/033530.json +++ b/landing/lenses/033530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6c26c090b1fb", - "target": "033530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.937 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033540.json b/landing/lenses/033540.json index a3c12aa6d205572ed1ecac9e2f3eda2941f78ae3..0a269c174dd6d5d12765d4f1311d11fdd5110f67 100644 --- a/landing/lenses/033540.json +++ b/landing/lenses/033540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033550.json b/landing/lenses/033550.json index 48e05eb909d638153dbba090271c7d5772dc8055..5d334c2d593e0ed2843d29c48f5170aa01620b74 100644 --- a/landing/lenses/033550.json +++ b/landing/lenses/033550.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/033560.json b/landing/lenses/033560.json index 991872981927129ba8b14d7862647d23f6624524..46ef201d9aa841aacb07bf919df49da371153a72 100644 --- a/landing/lenses/033560.json +++ b/landing/lenses/033560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,13 +1211,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033630.json b/landing/lenses/033630.json index 000ec445295fd5cecf75cf6ff4678a1c77caa639..9e8cfb89dccfe60c00b846eb94af06e095922935 100644 --- a/landing/lenses/033630.json +++ b/landing/lenses/033630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033640.json b/landing/lenses/033640.json index 5ccacf086cac899fba5344d7658c6d9ce065368b..ab59ba8850d4eafa39915be637bab9b7b985c897 100644 --- a/landing/lenses/033640.json +++ b/landing/lenses/033640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ed20cc37a57f", + "target": "033640", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.457 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/033660.json b/landing/lenses/033660.json index 9124c8c2ee039751a45e95da9c3a2762c5afc2ea..f2a4cf4c647edcfb908a90e7c2cbccf0c047c423 100644 --- a/landing/lenses/033660.json +++ b/landing/lenses/033660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033780.json b/landing/lenses/033780.json index 747115b88e6bc20d42497fd20c8f7b7abb8d9eff..8b0c05aba21a743e493171f9bf11062a65ffbfcb 100644 --- a/landing/lenses/033780.json +++ b/landing/lenses/033780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033790.json b/landing/lenses/033790.json index 702f83c2c59a011f0c823fb0e198f3bb4baacd43..adeee7ac539cdc395ab13326e93abd4aca66f777 100644 --- a/landing/lenses/033790.json +++ b/landing/lenses/033790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033830.json b/landing/lenses/033830.json index 2c232e8528fb718c992503757ece3af07436bdae..1eb8e9eb8f535f21eb8794468ebea3d315e671ec 100644 --- a/landing/lenses/033830.json +++ b/landing/lenses/033830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/033920.json b/landing/lenses/033920.json index d33c8995b02e455a91e37f34567cf28b17dcdbf4..ee5c35bf2edf1e80d5d6ff2302ff658d75e45dd6 100644 --- a/landing/lenses/033920.json +++ b/landing/lenses/033920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034020.json b/landing/lenses/034020.json index 40143ca143405da857833027120ecff16afa292d..66dbe3f15eb861f78e852ed7b453e8834d0c7aef 100644 --- a/landing/lenses/034020.json +++ b/landing/lenses/034020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "totalNotch": 4, "reasons": [ "중대형기업 (매출 17조)", - "시가총액 54조 (시장 지위)" + "시가총액 51조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034120.json b/landing/lenses/034120.json index 626efda9f185b06c46d5e2a12ce6db95e7fa7abf..e057a1faf464b7eb384966b489ba5e921701023f 100644 --- a/landing/lenses/034120.json +++ b/landing/lenses/034120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034220.json b/landing/lenses/034220.json index 49a8a30b4b22460e006fc08fd152e9f1872f1b9a..8391470ad8ee9bfc1468bc9227894565b9fc9715 100644 --- a/landing/lenses/034220.json +++ b/landing/lenses/034220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034230.json b/landing/lenses/034230.json index 41caccf25bb37b6f1e7209e86cc6f0cd927998d3..0c1dba280849145486fce010180e32f68d64cc9d 100644 --- a/landing/lenses/034230.json +++ b/landing/lenses/034230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 9.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034300.json b/landing/lenses/034300.json index 2d4b5f7faca5b1e7f1affefa51be2d82c0497eaf..639c434a2ae3ebdd0e442d26cd864890fbd6b34f 100644 --- a/landing/lenses/034300.json +++ b/landing/lenses/034300.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/034310.json b/landing/lenses/034310.json index 7c57241fadcfaf9eee8af9cb05cdc58e30fc036e..0e2f5e21ba85cf94d7440840b8c51b2513da3c74 100644 --- a/landing/lenses/034310.json +++ b/landing/lenses/034310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1420,7 +1420,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1442,7 +1442,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1460,8 +1460,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/034590.json b/landing/lenses/034590.json index 7544312ef5c2bf1719a122b3402945d2a8cb36d3..fc416b30acc64121282e220435324774b179120f 100644 --- a/landing/lenses/034590.json +++ b/landing/lenses/034590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034730.json b/landing/lenses/034730.json index 7027b38eda6207c1a7df228fe1105efb9f3a22a8..33b6de47b896a174a23e6caff5f360af180afcda 100644 --- a/landing/lenses/034730.json +++ b/landing/lenses/034730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 23.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 21.12, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 23.12, + "score": 21.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 23.85, + "score": 21.85, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034810.json b/landing/lenses/034810.json index 63a43e789e9ee41c9893be1aab3be4d1fc7c7560..06033342318bd616fce047babd86c4e3c75649b5 100644 --- a/landing/lenses/034810.json +++ b/landing/lenses/034810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1037,7 +1037,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1093,10 +1093,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1112,10 +1112,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034830.json b/landing/lenses/034830.json index 4f50989d4c825cdc7ec28128810d7524e489636f..2730fa1f05580b801ca53cb7e7d5b9681b8dee25 100644 --- a/landing/lenses/034830.json +++ b/landing/lenses/034830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -145,7 +145,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -530,14 +530,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -657,10 +657,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -703,7 +703,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -723,8 +723,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -856,10 +856,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034940.json b/landing/lenses/034940.json index 71569f5342b9ee83e6e2cb89ffded38ecff49b7c..3f4c4678fbf91b50a9df87ea15c45433a5afc00c 100644 --- a/landing/lenses/034940.json +++ b/landing/lenses/034940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/034950.json b/landing/lenses/034950.json index 7c16ed730152f09a8774a4d61d30777d50fe6988..c78533738038d02a2dbd2a98a0fc990a10a169fe 100644 --- a/landing/lenses/034950.json +++ b/landing/lenses/034950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035000.json b/landing/lenses/035000.json index f6f05538087c0c62f6ed673efe46d6d6223b20d5..a4a6ef18be4ead5f07413997aa3151e09b849683 100644 --- a/landing/lenses/035000.json +++ b/landing/lenses/035000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035080.json b/landing/lenses/035080.json index c948882ba49abc9f0dee4ec86a1e43cab3a69e67..72e876cdf4ed909e5457cca7f10dcef8defca5f8 100644 --- a/landing/lenses/035080.json +++ b/landing/lenses/035080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 41.05, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 38.80, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 41.05, + "score": 38.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 41.97, + "score": 39.72, "assumptions": { "scenarioStress": "moderate" } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,10 +1143,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035150.json b/landing/lenses/035150.json index 250455441d72a147af57af85d32956404fce439a..ad61edc29ecc95e2c9d29a7249034a4b106b7b15 100644 --- a/landing/lenses/035150.json +++ b/landing/lenses/035150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035200.json b/landing/lenses/035200.json index a142f487ebb24be6dc2b9c261e5b7732df733829..9e7151824e9a39522e2f4dd46a58381b8c0eee28 100644 --- a/landing/lenses/035200.json +++ b/landing/lenses/035200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035250.json b/landing/lenses/035250.json index e5d8b452224929f83eadd072801554bf66efa23c..50cb83d747ca1835bae46370dd390809b7c4dd4c 100644 --- a/landing/lenses/035250.json +++ b/landing/lenses/035250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035290.json b/landing/lenses/035290.json index a7b1ccbfd88b6de6291d3d1b343fbefb90b6f899..94ca39581f9dd35896aaef40a8f0358340bbba86 100644 --- a/landing/lenses/035290.json +++ b/landing/lenses/035290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, "status": "derived", @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-16", "period": null, "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035420.json b/landing/lenses/035420.json index 5a92eadde414c7ed03e94ef2403f4dcf535ca706..33bf74a752d1a920216ef15c9b100b7a55287c1d 100644 --- a/landing/lenses/035420.json +++ b/landing/lenses/035420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035430.json b/landing/lenses/035430.json index ea1811222afd383330dca562cc575a6fcdd40405..1af88d284cc17bf5216dcab88c292b27cb097ec7 100644 --- a/landing/lenses/035430.json +++ b/landing/lenses/035430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035460.json b/landing/lenses/035460.json index 64f3dde0ba9b0da0e3f91a83a51b759afeda55f0..737d0ec0b9fe506a51139cb1916af58d0748f439 100644 --- a/landing/lenses/035460.json +++ b/landing/lenses/035460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.13, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.51, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.13, + "grade": "dCR-A", + "score": 14.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.38, + "score": 15.84, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/035510.json b/landing/lenses/035510.json index 0a8c2fad126b6ac941f5f5a4e7eba0e9af535e26..3150a9b56eb78c9d01cf8e421e556ff1ebcd8ac8 100644 --- a/landing/lenses/035510.json +++ b/landing/lenses/035510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,15 +1553,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/035600.json b/landing/lenses/035600.json index fb37faa935ddff1a020d6e17d90926d087b66552..af5c68f268c1400e92ce21fc930ccf1a4f19949d 100644 --- a/landing/lenses/035600.json +++ b/landing/lenses/035600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035610.json b/landing/lenses/035610.json index a4d60080a97cc01a15b1e9e8d259156bc885a000..c23b97bddb61072483be64364716457fcd4e79c3 100644 --- a/landing/lenses/035610.json +++ b/landing/lenses/035610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035620.json b/landing/lenses/035620.json index 2fc7044f42e9c97b81f119ed5248eb4684102624..9032d0cdfd29545c19b1172d4341a00b3143aa90 100644 --- a/landing/lenses/035620.json +++ b/landing/lenses/035620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 33.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 32.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035720.json b/landing/lenses/035720.json index 9aa631824626004836dc5a6c480ec3da79700f70..e51d419f5c069719176aa8bf48d5e3879a9d58d8 100644 --- a/landing/lenses/035720.json +++ b/landing/lenses/035720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.67%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035760.json b/landing/lenses/035760.json index ffb863639dbfb247f8a9fecef14d505212cbb36c..ff0cbc0adf0df77145130e232ab5214f298b6599 100644 --- a/landing/lenses/035760.json +++ b/landing/lenses/035760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035810.json b/landing/lenses/035810.json index 1d2cfd9de90c1e40d7048f74dd2c7825c003b505..5f9cdf80a325218d99edae0c40c1986746bdddbb 100644 --- a/landing/lenses/035810.json +++ b/landing/lenses/035810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1569,7 +1569,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1591,7 +1591,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1609,15 +1609,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/035890.json b/landing/lenses/035890.json index b8c8235e7f2d6307acffc4f56858c36636328c3a..6bc1663d58f18a85e5a971918af7612aa962c301 100644 --- a/landing/lenses/035890.json +++ b/landing/lenses/035890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 15.47, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.06, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 15.47, + "grade": "dCR-A-", + "score": 18.06, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 16.22, + "score": 18.86, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,10 +906,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 50점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/035900.json b/landing/lenses/035900.json index a8016081467a4a26874e5fd893c2015796a6d265..2e15f5264e27c4dd065cc2159b09eb26084c4018 100644 --- a/landing/lenses/035900.json +++ b/landing/lenses/035900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,88 +1458,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3aafada04902", - "target": "035900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.473 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036000.json b/landing/lenses/036000.json index b1a5e02fa96e7316698998d32dbac18c55d65782..81599407d61da1072ef18b6a14a6bb8bfb0a85e1 100644 --- a/landing/lenses/036000.json +++ b/landing/lenses/036000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036010.json b/landing/lenses/036010.json index 8e912a61d8e26f0608200890e78b6387637acedd..3ce8b2fee649ea089b5bd3591119ca599fa660dc 100644 --- a/landing/lenses/036010.json +++ b/landing/lenses/036010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/036030.json b/landing/lenses/036030.json index 7d213b82240bfbfc9b504c529272c2c0782a0527..be6253f7a59adedb994aba8a5babec9d421f38cf 100644 --- a/landing/lenses/036030.json +++ b/landing/lenses/036030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036090.json b/landing/lenses/036090.json index b42c4195c678b7b9a5cd56303802bef7fa73ea48..be2b7c91f2f8dd20ba3cff8567763915efb18967 100644 --- a/landing/lenses/036090.json +++ b/landing/lenses/036090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/036120.json b/landing/lenses/036120.json index 0e429674da086998b73f453ecf27e5899a206d01..0b75dcaf3e73b6a927ed336a0ec68ad050992668 100644 --- a/landing/lenses/036120.json +++ b/landing/lenses/036120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036170.json b/landing/lenses/036170.json index 902d3d38306a8db01b1f1e79246a4f4f44b2eb86..e78a1a08c70c6dcfeb824ac771db714abc891991 100644 --- a/landing/lenses/036170.json +++ b/landing/lenses/036170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA", - "summary": "dCR 위험점수 6.28, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 7.68, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,14 +827,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA", - "score": 6.28, + "score": 7.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA", - "score": 6.3, + "score": 7.71, "assumptions": { "scenarioStress": "moderate" } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036180.json b/landing/lenses/036180.json index 5405ff5c322c37b89409e4765490a4fbd595b99e..38072c347d8da755c8c76288a58656238d5e4290 100644 --- a/landing/lenses/036180.json +++ b/landing/lenses/036180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-16", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-16", "period": "2024", "status": "derived", @@ -1127,7 +1127,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-16", "period": "2024", "status": "observed", @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036190.json b/landing/lenses/036190.json index c4b8e3511e9972e4ee9f4c38847ef7ead2e45585..0069349576d0700f76f68f988ec938ae63ddb5e5 100644 --- a/landing/lenses/036190.json +++ b/landing/lenses/036190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/036200.json b/landing/lenses/036200.json index 953f14644702d210442b20c245bd2d62690e0479..1db35af9a2dee1339b4e2765ecc9d7501fb01699 100644 --- a/landing/lenses/036200.json +++ b/landing/lenses/036200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036220.json b/landing/lenses/036220.json index ae2bd6de093fab228f162dd334811ab497b5b706..1c7eeb1376f78ff02efdb04e3527ed1f23830afc 100644 --- a/landing/lenses/036220.json +++ b/landing/lenses/036220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.27%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036420.json b/landing/lenses/036420.json index 5b1ef04092beedad7d1ff1312fcfd9d19529bcee..68defddac771383658f32c1702cc942dcb827595 100644 --- a/landing/lenses/036420.json +++ b/landing/lenses/036420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 195.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 185.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 129.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036460.json b/landing/lenses/036460.json index 2cf3338c3ad92f196dcebd74f2d8abb8db556538..e1437d71cdc214c1ca35182d67d1bf409f7a44f4 100644 --- a/landing/lenses/036460.json +++ b/landing/lenses/036460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ }, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036480.json b/landing/lenses/036480.json index 6822cfe3ed71e4fa15e5b3cd1b2920afc970569c..2c2705232a8f875af0e1415264de7860fb9c666e 100644 --- a/landing/lenses/036480.json +++ b/landing/lenses/036480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036530.json b/landing/lenses/036530.json index 5099123a6bafafbce8cd4b514045403cdd862dbd..f4052259635d410edf895e2c9c0c5eaf162804bb 100644 --- a/landing/lenses/036530.json +++ b/landing/lenses/036530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/036540.json b/landing/lenses/036540.json index 061864436b9b1af22856e1463b187698c58f1af4..ea74b33f9047f11419eb6fc7b1f8893cf5379e12 100644 --- a/landing/lenses/036540.json +++ b/landing/lenses/036540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036560.json b/landing/lenses/036560.json index 04e57af394da5a1e96eb31b426a76e5388722fc0..704771848de53a4953e26937167bab3bf442bfd5 100644 --- a/landing/lenses/036560.json +++ b/landing/lenses/036560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036570.json b/landing/lenses/036570.json index 65df7d0b377026cb9708b441846e5eee53484fc0..f945aa5a7e67e6f53275c69ca363cbe656cd051b 100644 --- a/landing/lenses/036570.json +++ b/landing/lenses/036570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036580.json b/landing/lenses/036580.json index f0d218b496f6d373daf6aa8a80ebcd6e441f0cb4..5c73e5c0c6874564eaf577ab4e1f264fd351a71e 100644 --- a/landing/lenses/036580.json +++ b/landing/lenses/036580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,15 +1599,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/036620.json b/landing/lenses/036620.json index 29f06789ca065b6896dd28f816f3287b984852fa..1e602615e805352d7e867a646cfc2ffc8165e048 100644 --- a/landing/lenses/036620.json +++ b/landing/lenses/036620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036630.json b/landing/lenses/036630.json index 74f98428f306986fb04617fd1b400d4b5f31ebec..a88954665a9e916bb92761fe3d7a215ed4a5aa82 100644 --- a/landing/lenses/036630.json +++ b/landing/lenses/036630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036640.json b/landing/lenses/036640.json index f59074b7f584f352a22c409600c9f08ef5db37a7..7861e08790111851877bd3306ee7d43a068d8854 100644 --- a/landing/lenses/036640.json +++ b/landing/lenses/036640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036670.json b/landing/lenses/036670.json index ddcd269a6f4d92b9fd1cbacd5e8800dc92306b55..0efaedb58b12b085d8be4599a0e13ab96981d59f 100644 --- a/landing/lenses/036670.json +++ b/landing/lenses/036670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036690.json b/landing/lenses/036690.json index a78a4713c0d9cff70c1ca82d0679394556963fec..5cfe9f9ba4614d5d98595ae0afcb48e9ef9303b7 100644 --- a/landing/lenses/036690.json +++ b/landing/lenses/036690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036710.json b/landing/lenses/036710.json index 7046a9e6806e877d62e93fc69853b523e03535c0..3ee6079efddcd7c1021a1bf5bf6eaf4a52080168 100644 --- a/landing/lenses/036710.json +++ b/landing/lenses/036710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 10.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036800.json b/landing/lenses/036800.json index c7100257cd3f151c2ea2a2844dd546c24ff122a9..10dbb7fdf59530c9f99fac82b7d638da0af1c9da 100644 --- a/landing/lenses/036800.json +++ b/landing/lenses/036800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c1fd2bca4d4c", + "target": "036800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/036810.json b/landing/lenses/036810.json index bf9a01983ba2709c4fb6f3247cae5aefd0f2e6cd..8d34b69300801a1a9c7684f3ee872ec486e4ea2a 100644 --- a/landing/lenses/036810.json +++ b/landing/lenses/036810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 14.83%). 최근 주가 하락이 반영된 결과", "D/EBITDA 429.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036830.json b/landing/lenses/036830.json index c9aedb94a77b668d2ae7c66cc4413c49182a0aab..8a48658cdf7d0ef86e5376be8497988e023d297b 100644 --- a/landing/lenses/036830.json +++ b/landing/lenses/036830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/036890.json b/landing/lenses/036890.json index 9fad1e64b3ce3dae4a78feb90c25c706773fd8bc..977005baec688c366f8f5e796bd76e2e23ca5d27 100644 --- a/landing/lenses/036890.json +++ b/landing/lenses/036890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/036930.json b/landing/lenses/036930.json index 1b38e86decb88f37791209583b803a4df7ee7330..3add95a52ffc455b86342d7f67fb1ed590bc6d56 100644 --- a/landing/lenses/036930.json +++ b/landing/lenses/036930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037030.json b/landing/lenses/037030.json index 98dafb9bb23cf70b0a09272f9467a1ea8aa57112..df3de72d2028ffe9814c56ac5d998a127f1c8c29 100644 --- a/landing/lenses/037030.json +++ b/landing/lenses/037030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,7 +889,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037070.json b/landing/lenses/037070.json index 984c850801afd7de204249ec008a033a1f0bb4d3..5c63bd184fc489a37a610ce99df2522905acb5f2 100644 --- a/landing/lenses/037070.json +++ b/landing/lenses/037070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037230.json b/landing/lenses/037230.json index 52094ea2964241d83060335f257ea66adda82600..2ffd42a7ac0c66f51c4d623672e422e77626e16f 100644 --- a/landing/lenses/037230.json +++ b/landing/lenses/037230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037270.json b/landing/lenses/037270.json index 95167c1a47b8119a44553ee864417b348d93f7b6..9cd1846c7ef88c3f57d5c35fa762cda708b13033 100644 --- a/landing/lenses/037270.json +++ b/landing/lenses/037270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/037330.json b/landing/lenses/037330.json index 76cdca1157e0a574949452ca538fcb673f0999e4..2a010f855f2ed29b0141b307e637a4735a51a618 100644 --- a/landing/lenses/037330.json +++ b/landing/lenses/037330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,7 +1125,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -1147,7 +1147,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037340.json b/landing/lenses/037340.json index 44150f2ba86075c39592bb3c471b7bc23de86d4a..34a4827add0040404effbf5269f6f09c43a9c6da 100644 --- a/landing/lenses/037340.json +++ b/landing/lenses/037340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037350.json b/landing/lenses/037350.json index 3e9a830a9a4d226a9bf3fe882b7c13c66ed9ec0a..a1bcf6eac55e7d5ed07e65b7925e5d6e213d644b 100644 --- a/landing/lenses/037350.json +++ b/landing/lenses/037350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/037370.json b/landing/lenses/037370.json index ed77f16562e0aa6aee54adf51fc0eb3ba0bb5386..32782cdb8ce9f4caf4d56a5bd9387f6fe3926902 100644 --- a/landing/lenses/037370.json +++ b/landing/lenses/037370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037400.json b/landing/lenses/037400.json index ebe41661bfde39f6df0d798fb958dc2cb21a8ea0..ca6db99ff6eab63045233da36f6ab3534a0a5276 100644 --- a/landing/lenses/037400.json +++ b/landing/lenses/037400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 26.27, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 24.02, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 26.27, + "score": 24.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 27.26, + "grade": "dCR-BBB", + "score": 25.01, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -915,7 +910,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,88 +1502,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:9d2bd97b8a86", - "target": "037400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037440.json b/landing/lenses/037440.json index 141114d589820be85e84aa72b7035405c5fe1265..c6f0bc95fddd504b7eab425499ed5c136a153d6a 100644 --- a/landing/lenses/037440.json +++ b/landing/lenses/037440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 4.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037460.json b/landing/lenses/037460.json index 5bc6162c1dfb8f41e64c1f25d2922ed70ab4ec02..993fe22a2185431168089844cae2548e4594e8c5 100644 --- a/landing/lenses/037460.json +++ b/landing/lenses/037460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,15 +1504,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/037560.json b/landing/lenses/037560.json index 07e7e35e4ec96e9cd96e4958a87215654089da07..97448b5e1c0179c119b93cc2131f9dc54cb4e057 100644 --- a/landing/lenses/037560.json +++ b/landing/lenses/037560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.71%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037640.json b/landing/lenses/037640.json index a924b34b9cac2a134baf061df196ff44dcd05245..92e1b783f34d363b6729653f7cf3ff9d11bf7197 100644 --- a/landing/lenses/037640.json +++ b/landing/lenses/037640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -567,10 +567,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -585,10 +585,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037710.json b/landing/lenses/037710.json index a6c77dba6d1701a9905f1eeceed3b656239398c9..845f9ad7e14b8856bb1efd142f0cce305f814674 100644 --- a/landing/lenses/037710.json +++ b/landing/lenses/037710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/037760.json b/landing/lenses/037760.json index 99d7c08c321d1a2566faabd5afac782eb0da495f..b4d09de69240eeb5be24d3656e787b40cf3b1f30 100644 --- a/landing/lenses/037760.json +++ b/landing/lenses/037760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5ab41cfc9e01", - "target": "037760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/037950.json b/landing/lenses/037950.json index 9527675f5dcdfeab8fe945a91157351d4ba5947b..0de3a7f5a1c7fd542e6296c489423adbf4c38620 100644 --- a/landing/lenses/037950.json +++ b/landing/lenses/037950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038010.json b/landing/lenses/038010.json index 7a38f3affa15bed2acb3ac058615b3ca40b9a6b5..995a91e1f8cd9dcf2ad3f59bf7173a00632a3dfa 100644 --- a/landing/lenses/038010.json +++ b/landing/lenses/038010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038060.json b/landing/lenses/038060.json index 381410b2b0124b4524f4334daac09ca55cca6011..5ee2a1e99fd924e4c99aba485d8ff361a833b94b 100644 --- a/landing/lenses/038060.json +++ b/landing/lenses/038060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.87, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.87, + "grade": "dCR-BBB+", + "score": 20.61, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.11, + "grade": "dCR-BBB+", + "score": 20.87, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038070.json b/landing/lenses/038070.json index 8f11f71d632c79779d14987adada9c25888ba4ec..149a53e2f9866e065987d503fe28d06e4b091f31 100644 --- a/landing/lenses/038070.json +++ b/landing/lenses/038070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038110.json b/landing/lenses/038110.json index c347865e6f5338001a8b344d97ae97d6966ab499..bd8225bac7cb2f301453c7cbaf2e065b64225cc0 100644 --- a/landing/lenses/038110.json +++ b/landing/lenses/038110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038160.json b/landing/lenses/038160.json index 86c84d7040be53b88afdbd08fddd136be0014786..2c1961e20da2bbc77238399838d516f5683100b8 100644 --- a/landing/lenses/038160.json +++ b/landing/lenses/038160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -48,10 +48,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -150,7 +150,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -199,7 +199,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2017", @@ -248,7 +248,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -737,14 +737,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -859,10 +859,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -891,7 +891,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,10 +1045,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1063,10 +1063,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1077,7 +1077,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038290.json b/landing/lenses/038290.json index f2d190bc729b4534048c2267e74df6b3ceb54cde..1a442906fd5d12748fbb591cb2ac3985ddc0ffd6 100644 --- a/landing/lenses/038290.json +++ b/landing/lenses/038290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038340.json b/landing/lenses/038340.json index 7f8ffd22308de5a7a617f03cdf9e7c49d674da4f..dcf45446575f3ac1f023429f4266d91949b08cd6 100644 --- a/landing/lenses/038340.json +++ b/landing/lenses/038340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -653,10 +653,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -671,10 +671,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -685,7 +685,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -693,7 +693,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038390.json b/landing/lenses/038390.json index 5e7c4c4797519f0266cd6d201bf038fee87d53af..ee60addf1fbc4014cea20fd71b03f6037a571dee 100644 --- a/landing/lenses/038390.json +++ b/landing/lenses/038390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,7 +1667,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1689,7 +1689,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1707,8 +1707,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/038460.json b/landing/lenses/038460.json index 5896f32065ed206dbe9160ad0d8aaf7a606172f3..a91178c7b3f4ba7333bba0bdfe017aaa5e97297f 100644 --- a/landing/lenses/038460.json +++ b/landing/lenses/038460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.06%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1145,7 +1145,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1271,10 +1271,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038500.json b/landing/lenses/038500.json index bc3cda4219504c1366de01d69d99649c7fc3b83e..1e10d09305c8139ffaa03264416287da49d0b283 100644 --- a/landing/lenses/038500.json +++ b/landing/lenses/038500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038530.json b/landing/lenses/038530.json index 6dfd75d7677f8c433e66f8dbf3713bd2a4d04e48..1612bcf9593acc22df69eac15c66b817f52b52a4 100644 --- a/landing/lenses/038530.json +++ b/landing/lenses/038530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 9923.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 9934.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1513,88 +1513,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ed7c5bb61126", - "target": "038530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038540.json b/landing/lenses/038540.json index 0f2a80affe7ce36cd8e17c5c57daae7a87f75575..3410a3c38619e957ad578bcf1e4317361af38d26 100644 --- a/landing/lenses/038540.json +++ b/landing/lenses/038540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038620.json b/landing/lenses/038620.json index c6c9ec2a0de51e302622303d85d8efd879e1a5d4..0de7c666cce1710baaebbeb1a9544c4f9691073a 100644 --- a/landing/lenses/038620.json +++ b/landing/lenses/038620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e6105039379", + "target": "038620", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.274 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/038680.json b/landing/lenses/038680.json index 4850f303ad48b104f93d0a244cb2d293bceacef8..447a7788a6a5bc182ad5de3ee97d71fceee77e65 100644 --- a/landing/lenses/038680.json +++ b/landing/lenses/038680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038870.json b/landing/lenses/038870.json index 88138161675b0ab43526315070390d8226dea520..ac5d7493c6ece594c8f7c39e7537fe403214d7cc 100644 --- a/landing/lenses/038870.json +++ b/landing/lenses/038870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038880.json b/landing/lenses/038880.json index 78c5e2f5b14e6a7f0c80c42b700c62f870af0bae..cc313e764cfae96962d515e0af1a6e30a61e13fb 100644 --- a/landing/lenses/038880.json +++ b/landing/lenses/038880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/038950.json b/landing/lenses/038950.json index 44262fbe614ec6b3751b388800fab98680033991..3732d4c099db856f82f8080a6ebf2dc8039190e6 100644 --- a/landing/lenses/038950.json +++ b/landing/lenses/038950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039010.json b/landing/lenses/039010.json index 853ba398494a5dfc561629c45e643d57ca7c2163..7ca0065f649c2bd68f2ff3f603a4e105b2f58a7c 100644 --- a/landing/lenses/039010.json +++ b/landing/lenses/039010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039020.json b/landing/lenses/039020.json index d196655dd683eab4aada54d16587fb1a90e73028..025a85d911017f84df1fcc5ecac3870eeb34a4ef 100644 --- a/landing/lenses/039020.json +++ b/landing/lenses/039020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039030.json b/landing/lenses/039030.json index 79c5a6edcd825292158c39f6505a6765e4b11f68..bc5c362e55cc60ce5490457f566ee302797723b2 100644 --- a/landing/lenses/039030.json +++ b/landing/lenses/039030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,15 +1595,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/039130.json b/landing/lenses/039130.json index a61829fc2c595aa465fc88bd348e234581093d5c..c0465e6643c546f85f3b926d9b3d76fc28a11166 100644 --- a/landing/lenses/039130.json +++ b/landing/lenses/039130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 16.78, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 15.46, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 16.78, + "grade": "dCR-A", + "score": 15.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A-", - "score": 17.93, + "score": 16.44, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039200.json b/landing/lenses/039200.json index 1f86e24e43de26fb417c353b1448eb949b0ce720..f1cc7afff730ad0f510f402ad7fa087e437a356b 100644 --- a/landing/lenses/039200.json +++ b/landing/lenses/039200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:76d8266222a7", + "target": "039200", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039240.json b/landing/lenses/039240.json index 54439a0580d5e030dedbcf051a7350503ae2d3be..24153ac5c07130bd23c3fafe2b6d6b618e68b55b 100644 --- a/landing/lenses/039240.json +++ b/landing/lenses/039240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,7 +932,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -947,14 +947,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1124,10 +1124,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039290.json b/landing/lenses/039290.json index 7f46b526d1d4dbbc661938aebafb8032d0c9f2cc..ca1acac3d8e08241b9a77963f342f06fd2843322 100644 --- a/landing/lenses/039290.json +++ b/landing/lenses/039290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039310.json b/landing/lenses/039310.json index 6b4a51a69e6e08bc399ce4c675498622a2a3ba78..0a9defd0f941beb51ef916b0efc68afacf92a255 100644 --- a/landing/lenses/039310.json +++ b/landing/lenses/039310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039340.json b/landing/lenses/039340.json index 59ac3344a54c8c80486572ff4195b3b3117991b5..8b073591934287001f9890d8445bc657a87033f1 100644 --- a/landing/lenses/039340.json +++ b/landing/lenses/039340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.60, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.14, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.6, + "grade": "dCR-A-", + "score": 17.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.76, + "grade": "dCR-A-", + "score": 17.31, "assumptions": { "scenarioStress": "moderate" } @@ -908,10 +908,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:80f03dca48a1", - "target": "039340", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.584 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039420.json b/landing/lenses/039420.json index 0d38b1a3cb2aeaeb8d9832523fc4108c0676e81a..03b60dd25b3224570e93b44a66f97135226499ee 100644 --- a/landing/lenses/039420.json +++ b/landing/lenses/039420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039440.json b/landing/lenses/039440.json index f7e4f898cdb074e2fcbffb5f0adac78418f2d96e..f36a4f2511b5d2abaff0bcb2e5edede98f4b3d8b 100644 --- a/landing/lenses/039440.json +++ b/landing/lenses/039440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1664,88 +1664,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b9d2bbfd0a2d", - "target": "039440", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.427 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/039490.json b/landing/lenses/039490.json index d234e62e2ac7053f595970f899b8a82652d1a934..98a1927b1e8c14ead88cc69fe82d7e1eba72b7d3 100644 --- a/landing/lenses/039490.json +++ b/landing/lenses/039490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -836,8 +836,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -924,10 +924,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -943,10 +943,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -966,7 +966,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -974,7 +974,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039560.json b/landing/lenses/039560.json index 062bd3fd69c295dbc580f6c1cda944c31bc89005..7e7ec28e6f7a48e8fb076b04fe108ce473c4ec4d 100644 --- a/landing/lenses/039560.json +++ b/landing/lenses/039560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 33.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 33.32, + "score": 35.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 34.38, + "score": 36.63, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/039570.json b/landing/lenses/039570.json index f901360a13b5533369d67a9b7854dba39eaad13d..aa7979047c48aabb30496e9acf0bb7507ef4c2be 100644 --- a/landing/lenses/039570.json +++ b/landing/lenses/039570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039610.json b/landing/lenses/039610.json index bab74aeb0631b96d2f77c8c61791ca1a0e772d5a..b9771f108b7dde224b7f9176bc6ac9a39e58adfa 100644 --- a/landing/lenses/039610.json +++ b/landing/lenses/039610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,19 +1042,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,17 +1121,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039670.json b/landing/lenses/039670.json index a559cca50a56ea3dbac76cf9eb4cd0e44e42c018..866be08c8851ad1f3f96d6553ac4826d9c56ef60 100644 --- a/landing/lenses/039670.json +++ b/landing/lenses/039670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -50,10 +50,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -154,7 +154,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -205,7 +205,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2017", @@ -256,7 +256,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1090,10 +1090,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1108,10 +1108,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039740.json b/landing/lenses/039740.json index 99733e4c906ecfdc065fc57fda1f9f1604eb0fd7..a7df6494492d13c2a51d5a3150db992246501921 100644 --- a/landing/lenses/039740.json +++ b/landing/lenses/039740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 6.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039790.json b/landing/lenses/039790.json index cb66e37846e6c378d1aa1ce7b8e7724a9012b58b..fb99730c808a474fc8a38ceb8acdfd1d8f5d70f2 100644 --- a/landing/lenses/039790.json +++ b/landing/lenses/039790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039830.json b/landing/lenses/039830.json index c0ab1578e945dd100c259d6479c32807cbbafe0f..02d1f4fac75485c8169ac15202c1eabeb8429d04 100644 --- a/landing/lenses/039830.json +++ b/landing/lenses/039830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 15.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,15 +1709,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/039840.json b/landing/lenses/039840.json index 8591a92e447a5bce92b351be1ba2eb65172cf291..abd208f5de626398e8895ebc811f0d7ff3143103 100644 --- a/landing/lenses/039840.json +++ b/landing/lenses/039840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039860.json b/landing/lenses/039860.json index 4a49916b8e31ce1a09472f47a81dd099c42d2798..3a045703eb9cdf8941dd5d02133562f7430a32b9 100644 --- a/landing/lenses/039860.json +++ b/landing/lenses/039860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/039980.json b/landing/lenses/039980.json index d1b5a28a56473f7396a995f470b86bc3909ec505..4da460ef7c2c25d3b5ab85a7fa1aaad08dcecc95 100644 --- a/landing/lenses/039980.json +++ b/landing/lenses/039980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.74%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,10 +1148,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040160.json b/landing/lenses/040160.json index 7adcdef9c7a2a5ed1a37018f596d73ccae145f0d..39cf80db497011d151d902d24741ef567e496209 100644 --- a/landing/lenses/040160.json +++ b/landing/lenses/040160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040300.json b/landing/lenses/040300.json index b50aa90d641c3896db01ef4b065424a5760f0d89..d946070fddcb44dcf783d9dd578248840e30303b 100644 --- a/landing/lenses/040300.json +++ b/landing/lenses/040300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040350.json b/landing/lenses/040350.json index 4b71465bcf7c6fdc74cd42f483eee161bacc9966..396127a37f83b2db08428349466ddc0caaca3af4 100644 --- a/landing/lenses/040350.json +++ b/landing/lenses/040350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 16.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 17.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040420.json b/landing/lenses/040420.json index 180b2e6586cfc9ba042f6dcc7c5ae8edec786001..3069c85c3d7f47e2804d6048037e77e648cd8463 100644 --- a/landing/lenses/040420.json +++ b/landing/lenses/040420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040610.json b/landing/lenses/040610.json index de00da852b7f0ae28968f78315d80c4b1a9646f5..ade66060507220898fbcafae0067fa48763daa64 100644 --- a/landing/lenses/040610.json +++ b/landing/lenses/040610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/040910.json b/landing/lenses/040910.json index d53a575fb4571e4ad97c06029463c1ceb9cf5916..aa340ca3b42cf951aca2258fd54db4b6848651e5 100644 --- a/landing/lenses/040910.json +++ b/landing/lenses/040910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041020.json b/landing/lenses/041020.json index 28cc0931db0fd4744713aee5b3fb6e202f907db6..e1fc276d26105f7761613526e23444d3b3ae2700 100644 --- a/landing/lenses/041020.json +++ b/landing/lenses/041020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041190.json b/landing/lenses/041190.json index 0594d176e9e41a51525b2c5c7ecb7a2a003dd791..8f1dc478d69a4b1a07a51d954f7570c33a51377f 100644 --- a/landing/lenses/041190.json +++ b/landing/lenses/041190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -103,7 +103,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -164,7 +164,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -408,13 +408,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -533,14 +533,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -660,10 +660,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -699,8 +699,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -720,8 +720,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -748,7 +748,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041440.json b/landing/lenses/041440.json index 649967bae3656533e31738c1c1d3d6002596cf49..04ab08e994162a38e37868d9aae072d7e6188364 100644 --- a/landing/lenses/041440.json +++ b/landing/lenses/041440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041460.json b/landing/lenses/041460.json index 1c1ce3e30703091cdc63ceb6e83375c3184a69a3..c698863899168b7a85c9d1ae4dca7fcbe0dac823 100644 --- a/landing/lenses/041460.json +++ b/landing/lenses/041460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/041510.json b/landing/lenses/041510.json index 2f6abf1e8605fc618f9508c70cb737a4aa8c7707..6567ec194f5f1921c91e73947f9d8edcb4d89274 100644 --- a/landing/lenses/041510.json +++ b/landing/lenses/041510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,12 +1453,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:35d6985e8838", + "target": "041510", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041520.json b/landing/lenses/041520.json index d0f429992309c31c253a7e21bb5b5f344b6e0349..ba13f8304f0c7d8d142957e873065d02b546a773 100644 --- a/landing/lenses/041520.json +++ b/landing/lenses/041520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1473,12 +1473,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c03410f8baf7", + "target": "041520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/041590.json b/landing/lenses/041590.json index 3af3425bf5fd2106dedaa807ce34cb9c94e8024e..813c35f6c69421084b1598f41ca72f6a90bd07a0 100644 --- a/landing/lenses/041590.json +++ b/landing/lenses/041590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041650.json b/landing/lenses/041650.json index 33612861e11153ec870a4285ce61f58cdd6a4b03..5423a5e9b38720d4d92905a33774f707ab8d6859 100644 --- a/landing/lenses/041650.json +++ b/landing/lenses/041650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 18.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041830.json b/landing/lenses/041830.json index d3b0b28af5404ebb6d09bff712c73bd46d026ef6..9f76c3cc8e9b2d578e71a8947b0c3f68fce4f608 100644 --- a/landing/lenses/041830.json +++ b/landing/lenses/041830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041910.json b/landing/lenses/041910.json index 0413482f77dc5a578a3ffdee9389126d572753cf..2765eeab89782e6c91440a06fae80de4f2128b57 100644 --- a/landing/lenses/041910.json +++ b/landing/lenses/041910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041920.json b/landing/lenses/041920.json index baf3aa73de01848e7411fa41b870f75fca7a0ebd..cc553aeec290e8d6e48201a643683a6a844485de 100644 --- a/landing/lenses/041920.json +++ b/landing/lenses/041920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041930.json b/landing/lenses/041930.json index 11209bfb00676439d2f0472139b6bb4537d0f0b3..af2c1c9c1fecb19a95145ae040f087113c992840 100644 --- a/landing/lenses/041930.json +++ b/landing/lenses/041930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.24, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.24, + "grade": "dCR-BBB+", + "score": 20.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 23.31, + "grade": "dCR-BBB+", + "score": 21.06, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/041960.json b/landing/lenses/041960.json index 3d6ce848b0b4ce82bff77051e22111e13dfc9dbf..9954843ffcec7e7f5f41ca8b88ef5ff58052eb29 100644 --- a/landing/lenses/041960.json +++ b/landing/lenses/041960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.83, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.62, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.83, + "score": 40.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 41.52, + "score": 41.44, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042000.json b/landing/lenses/042000.json index 63382606421493ba347168fe51ff7d63d1102c92..3871961e52597967c1a843d417df660f3b9c9288 100644 --- a/landing/lenses/042000.json +++ b/landing/lenses/042000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,12 +1443,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5595753f5e33", + "target": "042000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.629 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042040.json b/landing/lenses/042040.json index 8f19e99f3ec959a8eb660e4f374419dab921cd17..d20be3500960064387deef74ffbdd78f7256d98e 100644 --- a/landing/lenses/042040.json +++ b/landing/lenses/042040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1350.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1389.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -974,19 +974,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1132,7 +1132,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1141,7 +1141,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,10 +1200,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1218,10 +1218,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1588,88 +1588,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5ec59e4505ef", - "target": "042040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042110.json b/landing/lenses/042110.json index b14a4e52df954557b439e11bbb38a1aebab95616..4cc99349cf4be79334a91ce4da2d6c3b055612de 100644 --- a/landing/lenses/042110.json +++ b/landing/lenses/042110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042370.json b/landing/lenses/042370.json index bbaa9e17425574818501ecc4c9fe69314fb169f0..4e12ece9bcbdd80e641517a8947ed15bd9d3c07e 100644 --- a/landing/lenses/042370.json +++ b/landing/lenses/042370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -916,7 +916,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1351,7 +1351,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1369,15 +1369,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/042420.json b/landing/lenses/042420.json index a1a1fc20c68ab24ef50e3b121acd510fa8aa664a..139cc07f3cc65246f0dca161f8eb2592422edc31 100644 --- a/landing/lenses/042420.json +++ b/landing/lenses/042420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7e298e5bff5e", - "target": "042420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042500.json b/landing/lenses/042500.json index 17b788180ac89620331aae72b9d3d9c278ad4e76..9703b906cfda76eb1c355fe466059c58bdff6b6e 100644 --- a/landing/lenses/042500.json +++ b/landing/lenses/042500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042510.json b/landing/lenses/042510.json index 98c9b742e290b656b33796c50651687e6a5d99ea..5b12a5e15aa228d78bd838592b7584dcbad1dbcb 100644 --- a/landing/lenses/042510.json +++ b/landing/lenses/042510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.01, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 11.66, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.01, + "grade": "dCR-A+", + "score": 11.66, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.58, + "grade": "dCR-A+", + "score": 12.19, "assumptions": { "scenarioStress": "moderate" } @@ -908,11 +908,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042520.json b/landing/lenses/042520.json index 30f29ee227615d07a14a4dcf8389c87415190698..75fc23fee937ac836d3fe15d99a07d43f5f7eaf9 100644 --- a/landing/lenses/042520.json +++ b/landing/lenses/042520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 52.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.89, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 52.37, + "score": 48.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 53.34, + "score": 49.93, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1126,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042600.json b/landing/lenses/042600.json index 77f3b0a000152a0a25b5f1a1e5ede9515349f931..846c79dd0fc28400613634d4553fd2c8c767538a 100644 --- a/landing/lenses/042600.json +++ b/landing/lenses/042600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042660.json b/landing/lenses/042660.json index 8acb953ed41d6e65eba2458661be6281b225d0f0..aeea8d3dce7540c14350cc085f2110d163397394 100644 --- a/landing/lenses/042660.json +++ b/landing/lenses/042660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -627,13 +627,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1099,8 +1099,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,17 +1145,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1190,7 +1190,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,7 +1224,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1233,7 +1233,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1246,10 +1246,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1265,10 +1265,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1562,12 +1562,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9eec22eb8c03", + "target": "042660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.997 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/042670.json b/landing/lenses/042670.json index 765dcd4712010e46954b2cc7547fa687d5d07672..8ce32249ea37bb541741e8897b941c65782100bb 100644 --- a/landing/lenses/042670.json +++ b/landing/lenses/042670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-26", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-26", "period": "2024", "status": "derived", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-26", "period": "2024", "status": "observed", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042700.json b/landing/lenses/042700.json index 5cca8be188657d730a521e233de66ab4c57b35dc..a8a8a6ae87fb6b9963d1ff79ad20110e453372bd 100644 --- a/landing/lenses/042700.json +++ b/landing/lenses/042700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/042940.json b/landing/lenses/042940.json index 6931c14b7c7d2c9a3c276c9a6e3147de6b158fe8..ab8328d8b0877f4f3e15aee250c71320193a43c6 100644 --- a/landing/lenses/042940.json +++ b/landing/lenses/042940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 47.02, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.62, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 47.02, + "score": 45.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 47.18, + "score": 45.74, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 18.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043090.json b/landing/lenses/043090.json index d5bfb0b3b5ba5c57ed4f9ffb2eaf188f6a35cb64..408e052292c8e5583ad9c52530ace7d3a03d3760 100644 --- a/landing/lenses/043090.json +++ b/landing/lenses/043090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 2366.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 2434.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043100.json b/landing/lenses/043100.json index e3d4039bf74ef032e760368a49919abc50323fbe..52f9c9bca5d3d407148c278297dddd10aea7d2a3 100644 --- a/landing/lenses/043100.json +++ b/landing/lenses/043100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 94.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043150.json b/landing/lenses/043150.json index ceddeaa695d008f9c8ba3996f36f21da6b823fa0..4d6247090439586abd7ef4a7c491f6217537d259 100644 --- a/landing/lenses/043150.json +++ b/landing/lenses/043150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043200.json b/landing/lenses/043200.json index 9bc1994771dba9066b6917201b42e0b150f2c20e..bb4f0b1def69d6197a09f94f5bb2cad1dfc2d7a4 100644 --- a/landing/lenses/043200.json +++ b/landing/lenses/043200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043220.json b/landing/lenses/043220.json index bd6ed091e69432de7245df3359683bf88072a3f1..8822c8386bf0c2c3d5f76f2b003bd3d79d17d187 100644 --- a/landing/lenses/043220.json +++ b/landing/lenses/043220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043260.json b/landing/lenses/043260.json index f8eeaed41a6477e6f870ef6794dc2faaa495de69..6f9f03f7a8c2ac3eafd5f2c38ae48eb71cdca406 100644 --- a/landing/lenses/043260.json +++ b/landing/lenses/043260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043340.json b/landing/lenses/043340.json index f143c9943e5e8f6b32d8623ecf16f1148c4f61fe..042e3a7d996a0f086184e8c9a1b3358c0a38370b 100644 --- a/landing/lenses/043340.json +++ b/landing/lenses/043340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "채무상환능력 축이 82점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, "status": "derived", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, "status": "observed", @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043360.json b/landing/lenses/043360.json index a824c15e9a446aa8ceea6e2dd8f818ffb48d4604..16aa188af3c444e2ffccca12831ace898c1edfa3 100644 --- a/landing/lenses/043360.json +++ b/landing/lenses/043360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 22.72, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 22.72, + "grade": "dCR-BBB+", + "score": 20.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.73, + "grade": "dCR-BBB+", + "score": 20.52, "assumptions": { "scenarioStress": "moderate" } @@ -918,12 +918,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1224,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043370.json b/landing/lenses/043370.json index 69f981b5ee08a17d800c02632e4a0979020d1f23..39c83f2c247f0ff4bf28ce8c48791a772d639fd5 100644 --- a/landing/lenses/043370.json +++ b/landing/lenses/043370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043590.json b/landing/lenses/043590.json index b771b0cc09965d2113f4a896e373b58d26419acb..d842bb27c512af7f75a541e0ea62432907eb25ea 100644 --- a/landing/lenses/043590.json +++ b/landing/lenses/043590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 39.47, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.22, + "score": 39.47, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 37.66, + "score": 39.91, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043610.json b/landing/lenses/043610.json index 77f2c56778d2a5547bffe6e6d078e83f50e893a0..ba760305e2e3ff21806450f2030c9a562862de6d 100644 --- a/landing/lenses/043610.json +++ b/landing/lenses/043610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-01", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-01", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043650.json b/landing/lenses/043650.json index 52700d5c51f593a7989fee5096c5582a31d51428..7d6f07306fdf0efe6343c33a10725a1c09a6466c 100644 --- a/landing/lenses/043650.json +++ b/landing/lenses/043650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,10 +1194,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043710.json b/landing/lenses/043710.json index 82787486e48f3c1b2c8f040b12a8864946e4e06b..b86c970ebec52062f0859efe7a78582c00069a6f 100644 --- a/landing/lenses/043710.json +++ b/landing/lenses/043710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.39, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.51, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.39, + "score": 51.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.87, + "score": 51.9, "assumptions": { "scenarioStress": "moderate" } @@ -839,7 +839,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 25.21%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/043910.json b/landing/lenses/043910.json index 88056bf94b76d1dc03c7e1ddb2ece042edae5cd4..a0d0af0fc9b01be408cab67a577ccfe20f9594a0 100644 --- a/landing/lenses/043910.json +++ b/landing/lenses/043910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 12.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044060.json b/landing/lenses/044060.json index d414cd0f4e3636e5c0a8c140354bbfcda3d9959d..2c12ee42b2803e73cafdc3b394a25b845a798599 100644 --- a/landing/lenses/044060.json +++ b/landing/lenses/044060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044180.json b/landing/lenses/044180.json index efdf81fcf6e0d85f7aa15d32d6c63e8dac82b325..4634e62e96ce819a06ff8cb6bde6bece606f1db8 100644 --- a/landing/lenses/044180.json +++ b/landing/lenses/044180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 639.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 567.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044340.json b/landing/lenses/044340.json index 864beeba88ed4c5a3ff3999f4b953c60c4c76d28..961a8083631e2785f7090d8f38f134425bfc3de1 100644 --- a/landing/lenses/044340.json +++ b/landing/lenses/044340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044380.json b/landing/lenses/044380.json index 64402251b4139d6fdc478926a6b1b713fe3067ab..f4ac7bae7a993c530758bf700ca4801dd15249e7 100644 --- a/landing/lenses/044380.json +++ b/landing/lenses/044380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-28", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-28", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-28", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044450.json b/landing/lenses/044450.json index a7b27aada2ecb8c70598c9998e350ef3950abea8..9fc0a299e1ddf41357e62ffc96904190257417ee 100644 --- a/landing/lenses/044450.json +++ b/landing/lenses/044450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044480.json b/landing/lenses/044480.json index b7c3d7fe04c758c37dc6bea5f5e6bbb6406db892..15d66cd65836759ef29318ae6924a7ceec96f7b5 100644 --- a/landing/lenses/044480.json +++ b/landing/lenses/044480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 132.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1430,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/044490.json b/landing/lenses/044490.json index 06267e57381d47f624edbdfc5fb27a5a6d13c3de..3a1507e173344093f661cfa4328079b9c823581f 100644 --- a/landing/lenses/044490.json +++ b/landing/lenses/044490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -917,7 +917,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044780.json b/landing/lenses/044780.json index 42d64d3403996785b9853d0029c152ec15883460..0c6f3ac10371e9fc703f3fd50870dc681fd4112d 100644 --- a/landing/lenses/044780.json +++ b/landing/lenses/044780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044820.json b/landing/lenses/044820.json index 1b680fcd1e2723957dd60fbe60477ba1dd1cbff5..1af7bc21c847dc95a251c5e8b38807999f3212c2 100644 --- a/landing/lenses/044820.json +++ b/landing/lenses/044820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,10 +1130,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1448,7 +1448,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1470,7 +1470,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1488,8 +1488,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/044960.json b/landing/lenses/044960.json index ea01fd6b6ea1d1882a54ea4afd78b511afdc7d77..c6be209d62aba5e710afed9a773362b63c4875f5 100644 --- a/landing/lenses/044960.json +++ b/landing/lenses/044960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/044990.json b/landing/lenses/044990.json index bd2b2d1ce628e3efb8c8d91449dc9256ec80ec80..f0a7578d90fcf26ce2988fddd492a5563822ecdb 100644 --- a/landing/lenses/044990.json +++ b/landing/lenses/044990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -67,7 +67,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 16.07, + "value": 16.92, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -275,7 +275,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 16.07, + "value": 16.92, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -531,7 +531,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.81, + "score": 0.84, "grade": "AAA", "pdEstimate": 0.0 }, @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,8 +754,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -884,10 +884,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045060.json b/landing/lenses/045060.json index 0fd0a665ad2713612f34cd0029a2d16927d14128..3c8af4b817eb17a521eeb89aa3dcf48cf3c18566 100644 --- a/landing/lenses/045060.json +++ b/landing/lenses/045060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045100.json b/landing/lenses/045100.json index 969ffc2971241c4d7d004300855b8a56eeeabc9d..89a72d0ac25331671b27fc9a179f67e38216d0fc 100644 --- a/landing/lenses/045100.json +++ b/landing/lenses/045100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045300.json b/landing/lenses/045300.json index 8fd1035f7dc6a38040dedb30270771724909cb16..fcbd3eb9d78328c230900a926094dabd68c2210f 100644 --- a/landing/lenses/045300.json +++ b/landing/lenses/045300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045340.json b/landing/lenses/045340.json index 2543df8f6e0ecd8e26653983ee48c1aa107f92e2..f68b9404c4ab6740b293ddbba16a8e264fbdb1a8 100644 --- a/landing/lenses/045340.json +++ b/landing/lenses/045340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045390.json b/landing/lenses/045390.json index 0e7b118730c77497e3065ff1624beed03e3648d1..a67fe55e24041ceec8e7d7bf2f3660236dd5e6e8 100644 --- a/landing/lenses/045390.json +++ b/landing/lenses/045390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045510.json b/landing/lenses/045510.json index e7b3c43ca8c5d74a76ddeb59c7a1be1eb15a2a2b..9dd3ed620bc0a2e181b8cabe56d507810deeebdc 100644 --- a/landing/lenses/045510.json +++ b/landing/lenses/045510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045520.json b/landing/lenses/045520.json index c96744a8ba52b4f9626e38a80f58248f751fc0c9..bd1f7bd6bdaffc2b6a7d535ff9fbbda70241530d 100644 --- a/landing/lenses/045520.json +++ b/landing/lenses/045520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 16.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045660.json b/landing/lenses/045660.json index cada207014ea9a85e0af26fc9f5fa13faf6568aa..d3c8ebde0101c85a3d18bb20bbb89af10840ae50 100644 --- a/landing/lenses/045660.json +++ b/landing/lenses/045660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/045970.json b/landing/lenses/045970.json index 1717fd7e58a6c073c8b4f57ceb0b0c24cb3b445e..a16b8a115c94c74ffbc48b46076c5c63d4f158b8 100644 --- a/landing/lenses/045970.json +++ b/landing/lenses/045970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 15.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 40.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046070.json b/landing/lenses/046070.json index 1c7d2c8fb4ddc4b5df2de55aee75a236bc0aaea6..0dc491ef024d5e31f54a46ad3d8bac55ec154f97 100644 --- a/landing/lenses/046070.json +++ b/landing/lenses/046070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 148.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 151.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 279.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2025", "status": "derived", @@ -1144,7 +1144,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2025", "status": "observed", @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046120.json b/landing/lenses/046120.json index 549ec53f12c2f9a1db94e01d2fa51c34d2f54435..2351bfa03d3ac0a0178f2d2565e5a2ef13613ef4 100644 --- a/landing/lenses/046120.json +++ b/landing/lenses/046120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 17.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 21.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046210.json b/landing/lenses/046210.json index 883aadf6a7cc17285d7290738ce2cf9445bbb234..500288f177917cf693a37c6f3148e7615d9e28b4 100644 --- a/landing/lenses/046210.json +++ b/landing/lenses/046210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8af928184a50", - "target": "046210", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046310.json b/landing/lenses/046310.json index 47e786f14f7140de7a199655dc99f68ec82cdf7d..ac0acc638026cdf2c2da019cdf3b5839e89e0504 100644 --- a/landing/lenses/046310.json +++ b/landing/lenses/046310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4a85f3d5a445", - "target": "046310", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046390.json b/landing/lenses/046390.json index 558566b465083d096d9014f2c3a04bf25f7ba7af..874318fa794770510be641771d045d874ddd2dfe 100644 --- a/landing/lenses/046390.json +++ b/landing/lenses/046390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046400.json b/landing/lenses/046400.json index 161667ce60726e7b5c47d6a3ff6c53c8771e6a1a..ce34e5c13da1a2892a217997e64b61131aca5615 100644 --- a/landing/lenses/046400.json +++ b/landing/lenses/046400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,10 +1157,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046440.json b/landing/lenses/046440.json index 866d45333d0580d60daa59073591b02f6412ec73..2d8aa2bede494835be96822db56bbe504179fa47 100644 --- a/landing/lenses/046440.json +++ b/landing/lenses/046440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/046890.json b/landing/lenses/046890.json index 0e7a365bb9d9a4cf1b69a1f030d325dd4f87d2cc..e1f2a200ba6d119f40301fd8ec3b9ae1375f5163 100644 --- a/landing/lenses/046890.json +++ b/landing/lenses/046890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,15 +1058,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,12 +1554,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:73055a926e9a", + "target": "046890", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.484 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/046940.json b/landing/lenses/046940.json index 151d7d15bff25bc106b8ac8556cdab9e9319b9cb..02e48490e15e7b27bbb53723f21a249f733f3685 100644 --- a/landing/lenses/046940.json +++ b/landing/lenses/046940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/046970.json b/landing/lenses/046970.json index 5ee35e2a0e1491c32dc67c304b51db1f694d393c..4c255eb93c63ef38b2ee49503223113c7ef3f461 100644 --- a/landing/lenses/046970.json +++ b/landing/lenses/046970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047040.json b/landing/lenses/047040.json index cea3e5a731cf3c5fd94488140dfffd489c055e6e..0a319063f9517203211249f286e93c5d576da968 100644 --- a/landing/lenses/047040.json +++ b/landing/lenses/047040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047050.json b/landing/lenses/047050.json index e16f798399ec4e1367a77d9bd97885f039a26f12..0a1925a3747bdb91ae60eccd27dfea30108e2b89 100644 --- a/landing/lenses/047050.json +++ b/landing/lenses/047050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,15 +1505,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/047080.json b/landing/lenses/047080.json index 23413633b7a788e37b4ce4d38b9f525bc7bf81b9..b098f06e18faa8bdf99f4bb02b709fab2f66f03c 100644 --- a/landing/lenses/047080.json +++ b/landing/lenses/047080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:881448fa5506", + "target": "047080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.303 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/047310.json b/landing/lenses/047310.json index 404439b429977c4ffa8769eaa79ee639a81a66ac..2a4b8fc19f1c3e18b3bc9499f21f55b140628612 100644 --- a/landing/lenses/047310.json +++ b/landing/lenses/047310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047400.json b/landing/lenses/047400.json index a520f20763005bc830bda8b41ed85b736b8b0bd2..3de8422aeb72be98653ab8c49618f6e9a9e44a28 100644 --- a/landing/lenses/047400.json +++ b/landing/lenses/047400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 54.04, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 51.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 54.04, + "score": 51.23, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 54.92, + "score": 51.94, "assumptions": { "scenarioStress": "moderate" } @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 29.01%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-26", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-26", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-26", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1562,7 +1562,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1584,7 +1584,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1602,8 +1602,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-26", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047560.json b/landing/lenses/047560.json index 495453af54d6fd7251fe194d681448f9ecd339ad..d13b256a937eeb38fe47c6c6859103928d9cca65 100644 --- a/landing/lenses/047560.json +++ b/landing/lenses/047560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047730.json b/landing/lenses/047730.json index 569a4893c65ae622945da77c69d7f59b58beedd8..e43cd61bc9ef4201cd73d6f52d90cbb2036d7485 100644 --- a/landing/lenses/047730.json +++ b/landing/lenses/047730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047770.json b/landing/lenses/047770.json index 455e6e3f5efbeb4509511a8bc3c17cc7d1950dc2..af4a45847247289f549307c50913374d9d71d5d0 100644 --- a/landing/lenses/047770.json +++ b/landing/lenses/047770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047810.json b/landing/lenses/047810.json index 005d75f1b5beca99ba889549b1dde3bd64fd139c..1622e9794388b8f8093571e1eb24bde0c7417539 100644 --- a/landing/lenses/047810.json +++ b/landing/lenses/047810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,17 +620,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", + "label": "dCR-BB-", "summary": "dCR 위험점수 43.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", + "grade": "dCR-BB-", "score": 43.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", + "grade": "dCR-BB-", "score": 44.79, "assumptions": { "scenarioStress": "moderate" @@ -906,13 +906,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "시가총액 10조" - ] - }, + "pdEstimate": 2.5, + "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", @@ -930,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/047820.json b/landing/lenses/047820.json index 99d5e55b08f832e21b4a818523b65256b41bf203..cc363e65c8901c4a2af281148b1b6038a04c2347 100644 --- a/landing/lenses/047820.json +++ b/landing/lenses/047820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/047920.json b/landing/lenses/047920.json index 34f024ec566324042e2b77609614ce72027130c9..130910f4f5bdac3136c6f51836e82fd640bf39a6 100644 --- a/landing/lenses/047920.json +++ b/landing/lenses/047920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -923,7 +923,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048260.json b/landing/lenses/048260.json index 826963102d418e11a4948ea0714a691f2c16d603..689461479935eb91dcabcfecf1eafeb55e7b1a66 100644 --- a/landing/lenses/048260.json +++ b/landing/lenses/048260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048410.json b/landing/lenses/048410.json index 22f7342628bb724b581c0d995dab7584ca074cee..5cf975f20cd6608b4b542d8bc299c8456c36001f 100644 --- a/landing/lenses/048410.json +++ b/landing/lenses/048410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048430.json b/landing/lenses/048430.json index 1a65d78313c24e1b9db426192b7feb5a4f592ddb..54186f6810a335c8b112eae11646bc475e53aee2 100644 --- a/landing/lenses/048430.json +++ b/landing/lenses/048430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048470.json b/landing/lenses/048470.json index 8b8cdfa2bc435d8c1acbc2e6427e811a6dcaa504..9b7d1b1b4a2c7bd679b576601b6978f1642817b7 100644 --- a/landing/lenses/048470.json +++ b/landing/lenses/048470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -922,7 +922,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048530.json b/landing/lenses/048530.json index 882c6a1e7123c6a67eb966aa49bf73446534ef15..3d0e83c91454e157a04342619d6dfb4cc0c0f5a3 100644 --- a/landing/lenses/048530.json +++ b/landing/lenses/048530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c466352963d8", - "target": "048530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.638 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/048550.json b/landing/lenses/048550.json index 6546121a895c78a02c0199963aa8d4aed2d3f19b..6933ef6a6245d90fc575196e4f3c0213f64471e8 100644 --- a/landing/lenses/048550.json +++ b/landing/lenses/048550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -966,19 +966,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1114,7 +1114,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1123,7 +1123,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048770.json b/landing/lenses/048770.json index 1602b65494ea9aed45d2fb1a7eb196877a47a0fc..c8fed7a7fc37118765dc037add76ab241d9f3951 100644 --- a/landing/lenses/048770.json +++ b/landing/lenses/048770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048830.json b/landing/lenses/048830.json index 50b17f2cbefd0eebf438edf0a0132ddf01bf420f..bca32838980f2e5d57ac5bc083f06208fff70134 100644 --- a/landing/lenses/048830.json +++ b/landing/lenses/048830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.42, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.42, + "score": 15.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.35, + "grade": "dCR-A-", + "score": 16.87, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/048870.json b/landing/lenses/048870.json index 2043f225613bd44f1db08dd5ee29de34b64ea48f..9ca55270861613f216b10c716f376723c83d8fb4 100644 --- a/landing/lenses/048870.json +++ b/landing/lenses/048870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/048910.json b/landing/lenses/048910.json index 91dd6e0ae3c9cd88e3e35d302a9a9e82faaf5fff..09eab50ceee9baf2397747ee2aba3381836f7464 100644 --- a/landing/lenses/048910.json +++ b/landing/lenses/048910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049070.json b/landing/lenses/049070.json index 94d308c641fc694b6df34fed3e16b300da756366..b0a84dd3c16125b654c915e800af44796ae61afd 100644 --- a/landing/lenses/049070.json +++ b/landing/lenses/049070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.52%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049080.json b/landing/lenses/049080.json index 2835de36980bd3618df31ac7ac72cba2e884f0f6..a949c86e1da26985a6c0add29e6d6f6b48a8f622 100644 --- a/landing/lenses/049080.json +++ b/landing/lenses/049080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.08, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.26, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,14 +814,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.08, + "score": 41.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.94, + "grade": "dCR-BB-", + "score": 42.06, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -909,6 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 14.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049120.json b/landing/lenses/049120.json index 60d6e232ba48c57704c339f184d4b0b828aa93b4..c03fd6f30a51c7707c3b3d0d97fc7954281724a0 100644 --- a/landing/lenses/049120.json +++ b/landing/lenses/049120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 70점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049130.json b/landing/lenses/049130.json index 78f659dc91d40fadf9c2d3105cc13981abc694c2..e811d91819e17454d8e9be5e1545ad0e6d5b8800 100644 --- a/landing/lenses/049130.json +++ b/landing/lenses/049130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049180.json b/landing/lenses/049180.json index ffdcf8184f7cd1ec84788a19b5880c7b74c1f200..5d26a8642a4a89439e74517430b92609405dfa82 100644 --- a/landing/lenses/049180.json +++ b/landing/lenses/049180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049430.json b/landing/lenses/049430.json index cf82c6f2183a617fa3ba3ad9328bd95f58cdde49..16596f3f5c43159202c8fc13c75ff58f49c0f7e2 100644 --- a/landing/lenses/049430.json +++ b/landing/lenses/049430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049470.json b/landing/lenses/049470.json index b0b300a59d20791f8bf9ce59fe3ed268550e4593..d15f5731bc958e9df48587282c5ee8021a247f52 100644 --- a/landing/lenses/049470.json +++ b/landing/lenses/049470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049480.json b/landing/lenses/049480.json index 61b1895e9a895ad4a56e3656e02aec3ad3e01c3d..faf7f29c1088318a65d1df8d1289644619e835ae 100644 --- a/landing/lenses/049480.json +++ b/landing/lenses/049480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049520.json b/landing/lenses/049520.json index 055a80cd0502099802c46a0245366a5c296e3e4d..83cb14cd231a7598e894d3a5ed7859a7bb20bcb7 100644 --- a/landing/lenses/049520.json +++ b/landing/lenses/049520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049550.json b/landing/lenses/049550.json index 2309d0f80a89951ed53beefe303aed1199be3bf4..57852e6eec5951e5126410c3395a369507613552 100644 --- a/landing/lenses/049550.json +++ b/landing/lenses/049550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049630.json b/landing/lenses/049630.json index 49a00f843135777bd5bae609214f0a0181034493..ede22e99a9754ef0db539fb7e35fe442c327c4cd 100644 --- a/landing/lenses/049630.json +++ b/landing/lenses/049630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049720.json b/landing/lenses/049720.json index f1062ce69df0b423bd92ec4e9b5c514f9827439a..25ffd970e915aa2a5c9a6f3e8a7dc7c22b2b404d 100644 --- a/landing/lenses/049720.json +++ b/landing/lenses/049720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/049770.json b/landing/lenses/049770.json index 66e574941aba25e727b63b29b0b19cf7222d687a..5a10d8289c5e5700f891d01cd03e5a95a4b7fe8d 100644 --- a/landing/lenses/049770.json +++ b/landing/lenses/049770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049800.json b/landing/lenses/049800.json index 602921a9ccf51782ac9937cbdd524b2da77570ab..1ae325c8133ef4f58df3abaa004df25ad355a9f7 100644 --- a/landing/lenses/049800.json +++ b/landing/lenses/049800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049830.json b/landing/lenses/049830.json index 087b72ffceabc0e660f0c85ccf134a11fd3d3fd1..ea19ea6a7a2b8352e12f8ed3620b9367246f40e8 100644 --- a/landing/lenses/049830.json +++ b/landing/lenses/049830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049950.json b/landing/lenses/049950.json index 604ffa66813b17968a3c19cd97e1379783fa4d92..96b773836cc4efcf5a9267185d6dd24650d29ba2 100644 --- a/landing/lenses/049950.json +++ b/landing/lenses/049950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/049960.json b/landing/lenses/049960.json index e7740a4022ef8ca3d38f8a5db36d45237cdcc705..a29f444137558f43506165d690a20ab3c3f8d19e 100644 --- a/landing/lenses/049960.json +++ b/landing/lenses/049960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050090.json b/landing/lenses/050090.json index f538f7245288acbd9375d7fe11995cd1414e25bb..74f2c307de8ed6a0b74f7209f1865ba499fe6cc2 100644 --- a/landing/lenses/050090.json +++ b/landing/lenses/050090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-01", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -934,7 +934,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-01", "period": null, "status": "derived", @@ -954,7 +954,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-01", "period": null, "status": "observed", @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1092,7 +1092,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050110.json b/landing/lenses/050110.json index f481d9d762638192dc2a966685c9b1c428e490ed..6a91fc8e932f30df9ae1ffb8d4e1b13d845ac389 100644 --- a/landing/lenses/050110.json +++ b/landing/lenses/050110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 58.94, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.15, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 58.94, + "score": 55.15, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 59.91, + "score": 55.93, "assumptions": { "scenarioStress": "moderate" } @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 28.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050120.json b/landing/lenses/050120.json index a7f491a50b0157727423e4826690b6d9d7318f53..8452072f5ac59d14d6a0953619cb2377fb8a44fe 100644 --- a/landing/lenses/050120.json +++ b/landing/lenses/050120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,10 +1190,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050540.json b/landing/lenses/050540.json index f855fcd89b2bdb8a0bff3b66d5021c64043d1e5b..ffe0a44523e993a5df15f86f0183452471dd87d8 100644 --- a/landing/lenses/050540.json +++ b/landing/lenses/050540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050760.json b/landing/lenses/050760.json index 3ce95a3437228fc96f04692f36e4305ed959f8b2..f54cc9171524e74ca8333022aabe1fa42b0bdabe 100644 --- a/landing/lenses/050760.json +++ b/landing/lenses/050760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:84a7ba82a7a6", - "target": "050760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.749 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/050860.json b/landing/lenses/050860.json index 319355bd468edfdfc64fc3e976f95d932f202fad..00af4f756c2fef3811f927fb37ea69dfb6df82ef 100644 --- a/landing/lenses/050860.json +++ b/landing/lenses/050860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050890.json b/landing/lenses/050890.json index f1663850145ecfef1d4005feeb67f16fe80379d3..f666f63e83b4536303db1faa4c0ad2fa5aca2638 100644 --- a/landing/lenses/050890.json +++ b/landing/lenses/050890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/050960.json b/landing/lenses/050960.json index f0e3ab9530f77ec79c6a3494efc78c0039378538..5b0de526b34aecc7c0239c6eee09d27f54b5b160 100644 --- a/landing/lenses/050960.json +++ b/landing/lenses/050960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051160.json b/landing/lenses/051160.json index f06678fbfc2ed4f502bc10515036ac0a3bc152b3..7f5cf70f73ecc75493e36850154e499c8226fb4c 100644 --- a/landing/lenses/051160.json +++ b/landing/lenses/051160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051310.json b/landing/lenses/051310.json index 28a09e2810e348986163681dbaff56fca8b2deee..fae6daba471067f2a889e10d0bfe0708ee0d7e77 100644 --- a/landing/lenses/051310.json +++ b/landing/lenses/051310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051360.json b/landing/lenses/051360.json index 08e9411e5b813ee331506196a9d0997c996a85af..1320658e6f6ebd52c668fb83f717069b2d95989f 100644 --- a/landing/lenses/051360.json +++ b/landing/lenses/051360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.58, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.31, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.58, + "grade": "dCR-BBB+", + "score": 20.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.94, + "grade": "dCR-BBB+", + "score": 21.74, "assumptions": { "scenarioStress": "moderate" } @@ -904,7 +904,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b248793e84b8", + "target": "051360", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.579 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/051370.json b/landing/lenses/051370.json index 341c9b0caa1e9379bfbd3a7278b231a7097d7632..9ff73e0872171f41a46f7933f48d2d4e41a1f2b7 100644 --- a/landing/lenses/051370.json +++ b/landing/lenses/051370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.07%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051380.json b/landing/lenses/051380.json index e9db5b6ae1377e5a07dc45d3847d080113fa1e8b..55e930b811e9d569ff670e85f711d04c877ef9c3 100644 --- a/landing/lenses/051380.json +++ b/landing/lenses/051380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 6.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051390.json b/landing/lenses/051390.json index b4e7c433f2fcc069bbba8cbf7bd1bf1e438c5478..c5ecc2c02219c98d4bd13e7d998df97ec8f18885 100644 --- a/landing/lenses/051390.json +++ b/landing/lenses/051390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051490.json b/landing/lenses/051490.json index 01f9c39558e22833c5d24a7785e1baac74516302..829a9f6c0bf9ff422746290585475affda9efb2b 100644 --- a/landing/lenses/051490.json +++ b/landing/lenses/051490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "D/EBITDA 72.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051500.json b/landing/lenses/051500.json index 35de665587f132145cfc879e4bd25920262dccfb..d65f02238811679fe29fcd72e9de809e79ad0c91 100644 --- a/landing/lenses/051500.json +++ b/landing/lenses/051500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 7.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1565,7 +1565,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1587,7 +1587,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1605,8 +1605,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/051600.json b/landing/lenses/051600.json index 9357d4f26635b377e819fa74d2afec31cbb89b60..2c9d3def949d1f3ede2bab316ad238d414e7ea50 100644 --- a/landing/lenses/051600.json +++ b/landing/lenses/051600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051630.json b/landing/lenses/051630.json index 9eb95ea870a40f4f664e13136815318636438925..4522918f1e0d45928195333742fc2e1bbc7653f8 100644 --- a/landing/lenses/051630.json +++ b/landing/lenses/051630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.82, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 34.57, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -826,14 +826,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.82, + "score": 34.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.44, + "grade": "dCR-BB+", + "score": 35.19, "assumptions": { "scenarioStress": "moderate" } @@ -849,11 +849,6 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -939,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1061,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1108,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1220,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1265,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1279,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051780.json b/landing/lenses/051780.json index a9311498409d02599865d01a5963b94776f5149f..7d280269fa59ba029e51b48b958006181e3ef8ee 100644 --- a/landing/lenses/051780.json +++ b/landing/lenses/051780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 108.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.82%). 최근 주가 하락이 반영된 결과", "D/EBITDA 3830.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051900.json b/landing/lenses/051900.json index fd6d66934170d333a980183e843833a656dbe503..57276848ed8e9e15c63fb4cb5926ed3dc69a1b0a 100644 --- a/landing/lenses/051900.json +++ b/landing/lenses/051900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051910.json b/landing/lenses/051910.json index d83ee829d56ac1cbb04f881cf0b0c343a3925a43..75667771efb93a52ed57f084681f9d8c45ba16b6 100644 --- a/landing/lenses/051910.json +++ b/landing/lenses/051910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 7.85%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/051980.json b/landing/lenses/051980.json index 7f1dd78913a0b740357a72c4900a973cb1332a98..10981329a9c6a2ad3e05e6fd8a55e455fe4fe62b 100644 --- a/landing/lenses/051980.json +++ b/landing/lenses/051980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052020.json b/landing/lenses/052020.json index bdd783e1b139a32c65f773b4bfd33847f3e5717e..319bf7dd5abd00752c6357097eb93df98100f8e7 100644 --- a/landing/lenses/052020.json +++ b/landing/lenses/052020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052190.json b/landing/lenses/052190.json index ef10857db5733044cd4e1048a7199a423c856904..324cebd5601e0e3366c439311d023aa0d5e712a2 100644 --- a/landing/lenses/052190.json +++ b/landing/lenses/052190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052220.json b/landing/lenses/052220.json index f1f30156866cc6709f2560608086d5ff232d3e43..5c99510ce9e9609f3b792f81f25432cf8c4c0571 100644 --- a/landing/lenses/052220.json +++ b/landing/lenses/052220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052260.json b/landing/lenses/052260.json index 3405b159b81e8926a8a9eac14e358fd41ca09fe7..b85d36bb2523dd0bac4ce7d704a9410f2a4ba544 100644 --- a/landing/lenses/052260.json +++ b/landing/lenses/052260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052270.json b/landing/lenses/052270.json index 67041c5039409f22bf17fd7b7b6379aeda7815bc..f72d74b83f5c375305ef7b11032dfa559b70dae9 100644 --- a/landing/lenses/052270.json +++ b/landing/lenses/052270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052300.json b/landing/lenses/052300.json index ad137677685da7b87520ab547b704dac63009848..0f99b5e4eb8f8617aec7846f6c0feb508a72d8e0 100644 --- a/landing/lenses/052300.json +++ b/landing/lenses/052300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052330.json b/landing/lenses/052330.json index dfc7ed27b5b34ec760139a60359de258327c0484..1f5e52ae6a54a42603347442404fc87517d40306 100644 --- a/landing/lenses/052330.json +++ b/landing/lenses/052330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,8 +1498,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052400.json b/landing/lenses/052400.json index 75dbfcec3d6dfec5263f308abaf0c3a3507084dc..7dcfbaf39d2e0e5a37b0ea72480eb0a4e903502d 100644 --- a/landing/lenses/052400.json +++ b/landing/lenses/052400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a575d099798", - "target": "052400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052420.json b/landing/lenses/052420.json index bdb791a4b207fccd314e19cd1a2aad9486bf33fd..6838224cf985cd6e71110db9d5d1785740d2b745 100644 --- a/landing/lenses/052420.json +++ b/landing/lenses/052420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052460.json b/landing/lenses/052460.json index 60ec0425dcb470c0f6be7180b714a449d0d27f4f..77e3aa31b93c30fda637ce9bd3bec223eea5cbee 100644 --- a/landing/lenses/052460.json +++ b/landing/lenses/052460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052600.json b/landing/lenses/052600.json index 2e7c163af1fadd1caf3bb06ed377cc2ca2c42e7c..bbad037a7a2eb42e4a77f8b3b2709a412a53571d 100644 --- a/landing/lenses/052600.json +++ b/landing/lenses/052600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052670.json b/landing/lenses/052670.json index 5fbd7022919e8e3b8d4e355d39361bfe662c4fb9..fe0d59716f16aab29a7ff7add4e3e20cfca9cde4 100644 --- a/landing/lenses/052670.json +++ b/landing/lenses/052670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-20", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-20", "period": null, "status": "derived", @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-20", "period": null, "status": "observed", @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1178,10 +1178,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052690.json b/landing/lenses/052690.json index f83357ee7ce3b2d9771abe87e0fa4f61f6ebe16c..ce233dc7083e2aef92f2f9020828779045b0e5e0 100644 --- a/landing/lenses/052690.json +++ b/landing/lenses/052690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,8 +1497,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/052710.json b/landing/lenses/052710.json index 8734f612e8926fba06f1b174766dc37af26a672b..840d9f11bc0c41ab05fb5949b7150ce92c0f79f5 100644 --- a/landing/lenses/052710.json +++ b/landing/lenses/052710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052770.json b/landing/lenses/052770.json index 0085f1a40236245f26c46a52be25dcb960a2c8e3..c6fc24713bc82ee0411706d4dc28d48e16a0114f 100644 --- a/landing/lenses/052770.json +++ b/landing/lenses/052770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 667.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 709.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052790.json b/landing/lenses/052790.json index 3cd8c043e10d13141f9c0fe92d9380c39a9e210b..fb52d7aebb8cac2df2e825d6d2296e08f826c350 100644 --- a/landing/lenses/052790.json +++ b/landing/lenses/052790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/052860.json b/landing/lenses/052860.json index 9e1b5ad5665260f4982caf2fc7f1d2cce56224b2..7c7f24a3c5108b0038384aa96a7c52c41360e77a 100644 --- a/landing/lenses/052860.json +++ b/landing/lenses/052860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,13 +1204,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1548,12 +1548,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0714681a9db5", + "target": "052860", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.276 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/052900.json b/landing/lenses/052900.json index 4b2cd42769260eb172f3392547edaf8252e070eb..167c7d69bd56a64aa44007b90560dd0471ed1097 100644 --- a/landing/lenses/052900.json +++ b/landing/lenses/052900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053030.json b/landing/lenses/053030.json index 56da292c76d8725a34fc8cf6df18412739b7eaf5..2c29c5fed962cc494ecf908229b5d5bdaf84df48 100644 --- a/landing/lenses/053030.json +++ b/landing/lenses/053030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 86점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 29.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053050.json b/landing/lenses/053050.json index a4482862d2e7ffab0839b1da609e22a6cc5002f6..4873a4c5c5f76732d2584df1072e16d0a4ca20c4 100644 --- a/landing/lenses/053050.json +++ b/landing/lenses/053050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053060.json b/landing/lenses/053060.json index de0b3646ba8a00bf4d4c63ddaee6b9d06d22994b..a9057efa0e1ca7811d497fa75eb9c9c64344b21e 100644 --- a/landing/lenses/053060.json +++ b/landing/lenses/053060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053080.json b/landing/lenses/053080.json index ec1b57b8efec6a5d469e60ea5f4175f5b2c57224..834d8b3131a7e3df26a670cf771af2014888b869 100644 --- a/landing/lenses/053080.json +++ b/landing/lenses/053080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 17.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 20.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053160.json b/landing/lenses/053160.json index b2aed70fd80851ee021f3caa8fed0821c5260c87..367d913ba138f3b59974fb26fc89ab5057416b3d 100644 --- a/landing/lenses/053160.json +++ b/landing/lenses/053160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053210.json b/landing/lenses/053210.json index d7dafaec0d7f8a3bde80663ec48161f5196c5d73..f66fe867c55b4eb0fab78b5a7ef32e83cc2f0d70 100644 --- a/landing/lenses/053210.json +++ b/landing/lenses/053210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053260.json b/landing/lenses/053260.json index 5055a422ecaa5a21f904bdf357e3cd14fc438271..0ef26a40022d5d09e9e03d87599377845eb77dc7 100644 --- a/landing/lenses/053260.json +++ b/landing/lenses/053260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053270.json b/landing/lenses/053270.json index 55c55670d57adcfbf87647098404f47aeed16286..a3c6aba1666b855076162e88f22ce283a5620dc2 100644 --- a/landing/lenses/053270.json +++ b/landing/lenses/053270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053280.json b/landing/lenses/053280.json index e870fbf0fb31dd4a2d296505f96fa7a837e15149..573ff0e911238a5530ae170cd900f54ad5f76d01 100644 --- a/landing/lenses/053280.json +++ b/landing/lenses/053280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053290.json b/landing/lenses/053290.json index 12f24a06f592e2c48868aedb3a7e194ae3d52f22..b823874245fe34acea3f8c12b295dcfeb25f708f 100644 --- a/landing/lenses/053290.json +++ b/landing/lenses/053290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053300.json b/landing/lenses/053300.json index 6ef939f1fa7c88a4e3f5da5086381a54acbe2fb4..5a1db6ddbb128c5830d7c8bc37e3244696ad91ee 100644 --- a/landing/lenses/053300.json +++ b/landing/lenses/053300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053350.json b/landing/lenses/053350.json index b8900c2eb5d21c429e55e7d5f171229b72b08e4b..06ca915b84697bf20d8d340b63244084e09a409e 100644 --- a/landing/lenses/053350.json +++ b/landing/lenses/053350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,8 +987,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1018,10 +1018,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053450.json b/landing/lenses/053450.json index f123566d2d789ecd7fc0b8d6ae7dc6185bfe5035..fdad3a07a505aeaf4e60d2154e33cd8eda3e0d6c 100644 --- a/landing/lenses/053450.json +++ b/landing/lenses/053450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.34%). 최근 주가 하락이 반영된 결과", "D/EBITDA 32.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053580.json b/landing/lenses/053580.json index a3040f5772a4b9b4665c9adf11e4a86bf894c4cf..aec46850c92df5b5e84ae657a30515b8f2d42a30 100644 --- a/landing/lenses/053580.json +++ b/landing/lenses/053580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1174,10 +1174,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1193,10 +1193,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053610.json b/landing/lenses/053610.json index e74df2b4e5e9918c3dd0e3edd1f7a10cc56c3aa0..6a443b5ca47f6ec1522826f97410e14f01b52b73 100644 --- a/landing/lenses/053610.json +++ b/landing/lenses/053610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053620.json b/landing/lenses/053620.json index 88d9c8febe09a42fe7174256dc746c1ae0351c20..f4b7c55133ea3d3209a171014dfb8ab70341f900 100644 --- a/landing/lenses/053620.json +++ b/landing/lenses/053620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053690.json b/landing/lenses/053690.json index fe2746c71fce3c3798dce5cb5b3c41df0724f8aa..aa287c49af578b6556a88df5dd53e6da7c57fe63 100644 --- a/landing/lenses/053690.json +++ b/landing/lenses/053690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053700.json b/landing/lenses/053700.json index 8bcc2fba9ac6efd8f614ef6df365db3859f49838..b8a6310bb3d7bf1b3343694a519ab62027f56f42 100644 --- a/landing/lenses/053700.json +++ b/landing/lenses/053700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.69, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.69, + "score": 31.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 30.82, + "grade": "dCR-BBB-", + "score": 33.07, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -917,6 +922,7 @@ "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1097,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1609,7 +1615,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1631,7 +1637,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1649,15 +1655,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/053800.json b/landing/lenses/053800.json index 82f468c0646cb236c346d2cc4ffe81d8c11798c4..140a1ba59a92e324462fb338db2560930cecc81e 100644 --- a/landing/lenses/053800.json +++ b/landing/lenses/053800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053950.json b/landing/lenses/053950.json index f1a5b57232ae081356dd3c635d8ac96dd6d1261c..daab041f6f07d323519592f54920e90a7683320d 100644 --- a/landing/lenses/053950.json +++ b/landing/lenses/053950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/053980.json b/landing/lenses/053980.json index 857c421e4c949b8c27a212fe93858fa8940675a1..2e0c81c67c3631977256ac519ce383320c2bbcda 100644 --- a/landing/lenses/053980.json +++ b/landing/lenses/053980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:50faac59c58e", - "target": "053980", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054040.json b/landing/lenses/054040.json index 8d165ff719758f24d0b2a7f8e4cc016b222a6401..d09a4e501f21e9c94025ad86685eb20543cbf428 100644 --- a/landing/lenses/054040.json +++ b/landing/lenses/054040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054050.json b/landing/lenses/054050.json index 9b0e97438c6d39ee094d26aca9db58700409abef..df9d2a3455bfc32b861f60ab71d269bdb0696a1e 100644 --- a/landing/lenses/054050.json +++ b/landing/lenses/054050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,15 +1500,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054090.json b/landing/lenses/054090.json index 5ffaa316e05ac46ff9cf7af20a7f8e1b884f012d..3cd75632074d5ca811497eef253769d4129f266e 100644 --- a/landing/lenses/054090.json +++ b/landing/lenses/054090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054180.json b/landing/lenses/054180.json index 9623b493b2f972e0e7e12ab45f6d529d1974be6d..6c69111164b2fc3576a585bd14a8db408a3b17c4 100644 --- a/landing/lenses/054180.json +++ b/landing/lenses/054180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054210.json b/landing/lenses/054210.json index 3cfb6595635d05c46c3cc4f76132ef0a9402eb49..c94257c639bf7d9af35e05f7483c4ce40cb8e492 100644 --- a/landing/lenses/054210.json +++ b/landing/lenses/054210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 7.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054220.json b/landing/lenses/054220.json index bdf64efd75ffb2a107553e0c319c40f4585dd0b2..081eea874b0e88659a17a603523a266389cfc877 100644 --- a/landing/lenses/054220.json +++ b/landing/lenses/054220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1011,8 +1011,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,17 +1057,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1136,7 +1136,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1145,7 +1145,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,88 +1380,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a7c94a0666a", - "target": "054220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/054300.json b/landing/lenses/054300.json index d33978f8a6cba7d41a459db5d01eda488a26890c..8efd521cb06ee0ac8d40474a6601bb3a384bddfc 100644 --- a/landing/lenses/054300.json +++ b/landing/lenses/054300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2020", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -927,7 +927,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054340.json b/landing/lenses/054340.json index dba8c691e61233ee0096d9b0a92916d13c994753..ca0cf12c6efcb45177ef9c74ab3c3b41643ceae1 100644 --- a/landing/lenses/054340.json +++ b/landing/lenses/054340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054410.json b/landing/lenses/054410.json index 4e03d9cf374469c7625327ab916b2f056dc23ed4..76455349d5c6d966eca1e2888dff1ff239368f86 100644 --- a/landing/lenses/054410.json +++ b/landing/lenses/054410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 13.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054450.json b/landing/lenses/054450.json index d7b88e7dd4b68c8bbed23363e807cc4f4d849d4f..26db659abe11fd78a66ac3f65d4404f84bfec08e 100644 --- a/landing/lenses/054450.json +++ b/landing/lenses/054450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 14.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.45%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054540.json b/landing/lenses/054540.json index 90100f99bf79b71e763c3d407b6ab9e9cb34a1c4..03a851c1877ebc7b263f96d2591cf4cf59c0f26d 100644 --- a/landing/lenses/054540.json +++ b/landing/lenses/054540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 27.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/054620.json b/landing/lenses/054620.json index 85b52805d0d82f817e985dc821760c51dfe92ac3..2e04561ea38449dad1bd9f1a722a5364541d4909 100644 --- a/landing/lenses/054620.json +++ b/landing/lenses/054620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -703,14 +703,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -830,10 +830,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -876,7 +876,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -916,10 +916,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -929,7 +929,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054630.json b/landing/lenses/054630.json index 2395848f6440be35872796b3d318cb9826d3ff9e..259fd97beb484ca96a75a677ba0631eca015e0ef 100644 --- a/landing/lenses/054630.json +++ b/landing/lenses/054630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -644,7 +644,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -663,7 +663,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,10 +1191,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054670.json b/landing/lenses/054670.json index 2f400179e1a577586d4da8a5e03ba3b9f4713066..8fac498f78dfaa425cf009ca8401adff654aec5c 100644 --- a/landing/lenses/054670.json +++ b/landing/lenses/054670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054780.json b/landing/lenses/054780.json index 017847d354bf466cdaf98951af44162f24fb050e..53df33445927d1c35eacabdb6d1c8e268ca45d35 100644 --- a/landing/lenses/054780.json +++ b/landing/lenses/054780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054800.json b/landing/lenses/054800.json index 5303019af94dcd27c88ea5442674b4101ace9cc7..6d14d23d05d8cb9e73dc63909863c236135df7cb 100644 --- a/landing/lenses/054800.json +++ b/landing/lenses/054800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1349,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1673,7 +1673,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1695,7 +1695,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1713,15 +1713,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/054920.json b/landing/lenses/054920.json index cab502b265e38f6144c514717f0549fe2f873f14..98e961773e701cc804ac856f51fab20b7d8d170b 100644 --- a/landing/lenses/054920.json +++ b/landing/lenses/054920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,15 +1508,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/054930.json b/landing/lenses/054930.json index 0c076b59441d89a105d39b9da86b0691e734552b..7d45775149138e4f4ec282781e89f84ab28081d7 100644 --- a/landing/lenses/054930.json +++ b/landing/lenses/054930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054940.json b/landing/lenses/054940.json index 0df0e55364523e71ff16f99d3f08b2573a560e0b..7059a27231e3f2b067b0039a87f8343f0046eeae 100644 --- a/landing/lenses/054940.json +++ b/landing/lenses/054940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/054950.json b/landing/lenses/054950.json index e0d1985236409d50ccc95a5b6a38cfb48e058048..b649f78ae1d978da2266ae1aa9d02c6b6e94a7be 100644 --- a/landing/lenses/054950.json +++ b/landing/lenses/054950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c92bd623ed6f", - "target": "054950", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.782 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/055490.json b/landing/lenses/055490.json index ee394bddad00b479d690270ae7b473c7833b0d7d..3e4a52e2fc0fb1952e3d06bc564b70f8080c15a3 100644 --- a/landing/lenses/055490.json +++ b/landing/lenses/055490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/055550.json b/landing/lenses/055550.json index dad1fa41132fea509dfcaa4d9706f4d815c6f576..30ee2b03ee7947022a816df237bb13d8c756b12d 100644 --- a/landing/lenses/055550.json +++ b/landing/lenses/055550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056080.json b/landing/lenses/056080.json index d3e2531f9bba7f625efe3e7ce564c2301cda361a..418d1f03f4ba030f3c83d8a43a2db928ef150a1e 100644 --- a/landing/lenses/056080.json +++ b/landing/lenses/056080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 22.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1097,7 +1097,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056090.json b/landing/lenses/056090.json index b0f3096223a3cf45f976409113247c7110fd685c..c176ec5ce91a4eb78c3385f1272e0b53516a0e48 100644 --- a/landing/lenses/056090.json +++ b/landing/lenses/056090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/056190.json b/landing/lenses/056190.json index 6dbf9256bb5601523c574d417ee1c176a42e1f13..8269677853f46fa3772de1af973a64b8393592bd 100644 --- a/landing/lenses/056190.json +++ b/landing/lenses/056190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056360.json b/landing/lenses/056360.json index d6bc5c9dac4b335a4d095027dbb03638e1cc93d0..ffe0f5ae0cf7c855c9ecbc8f01801596a4720976 100644 --- a/landing/lenses/056360.json +++ b/landing/lenses/056360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", "D/EBITDA 39.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/056700.json b/landing/lenses/056700.json index afc9df0d8f28fa4a36b059b33d9f0440f074d609..0633e8952b93b4c2dde876b654c942faaa775004 100644 --- a/landing/lenses/056700.json +++ b/landing/lenses/056700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/056730.json b/landing/lenses/056730.json index 4feff102d84999e3c9cab31f965a851d567b3f0b..75d7107ae36c8a069c1ffa88544a15c7ec2561b7 100644 --- a/landing/lenses/056730.json +++ b/landing/lenses/056730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057030.json b/landing/lenses/057030.json index fff8382971c97a899c09e1bd3cb45050a9c9ccc9..cdd2ca73c3d773aba8133655ab5254909bb2b5dc 100644 --- a/landing/lenses/057030.json +++ b/landing/lenses/057030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057050.json b/landing/lenses/057050.json index f157be400750a55cea0f2555a66ba0f7da41410d..b962207006af2437977b06f4039e5e7cff79aca8 100644 --- a/landing/lenses/057050.json +++ b/landing/lenses/057050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-25", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,7 +1123,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-25", "period": "2025", "status": "derived", @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-25", "period": "2025", "status": "observed", @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057540.json b/landing/lenses/057540.json index 01328f5a839b9dc84c095a3691a39108c1e3286a..3ebd8aec915e8a49b923fe11430da4266ab7953a 100644 --- a/landing/lenses/057540.json +++ b/landing/lenses/057540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A-", - "summary": "dCR 위험점수 18.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.05, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A-", - "score": 18.65, + "score": 17.05, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 19.33, + "grade": "dCR-A-", + "score": 17.63, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +909,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057680.json b/landing/lenses/057680.json index 5152fd17fd3b100bd653775efe480450ca9f44bc..500e8af13561e829329e8c0d43cea6173471b71e 100644 --- a/landing/lenses/057680.json +++ b/landing/lenses/057680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.10%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/057880.json b/landing/lenses/057880.json index fda78233f1e4f9629d2d7cea5c514f8ceff36cb3..cc7a49e2af2a13e74b7692ae81cedc8d2ef7fbc4 100644 --- a/landing/lenses/057880.json +++ b/landing/lenses/057880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -162,7 +162,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -217,7 +217,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2016", @@ -272,7 +272,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2024", "status": "derived", @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-21", "period": "2024", "status": "observed", @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,10 +1105,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1123,10 +1123,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058110.json b/landing/lenses/058110.json index 2c346e12db7370094f353b05e336a9b026e6f5b9..846ea5de706e8b9e70b416c96a1fa28d782d05f1 100644 --- a/landing/lenses/058110.json +++ b/landing/lenses/058110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058400.json b/landing/lenses/058400.json index a79de166d83e03486131a7f523c219bb1d22057c..592fab5afe446b288b12811d4ac13af5a21190dc 100644 --- a/landing/lenses/058400.json +++ b/landing/lenses/058400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058430.json b/landing/lenses/058430.json index 06e5def5c183846e02c8820e459882b157f38adf..0c57812549ccbf2e81a815e7cd88441cf5be6660 100644 --- a/landing/lenses/058430.json +++ b/landing/lenses/058430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058450.json b/landing/lenses/058450.json index 3e036659ec0b86f631367c8a3cde9b1d46bcf687..b5edbe48d1ab24f048cb41ab2b3f991b25967ca9 100644 --- a/landing/lenses/058450.json +++ b/landing/lenses/058450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", "status": "derived", @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-07", "period": "2025", "status": "observed", @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058470.json b/landing/lenses/058470.json index 44490e8dbeac5d912e030f8eaeaa1344f2a3a567..0ad3e9fc3fa15c8263542a365ce085c93827b59d 100644 --- a/landing/lenses/058470.json +++ b/landing/lenses/058470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,10 +1247,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058530.json b/landing/lenses/058530.json index 17f1c3634756ffb72725eb55fd2ea9ed19cd05d3..e68215093379af6b10462f5931af698fc820b848 100644 --- a/landing/lenses/058530.json +++ b/landing/lenses/058530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058610.json b/landing/lenses/058610.json index a2ba9f56d5ea1022dddfd319dc5a2a0dbb15b559..5d0631f11ffde1f4563d9b8915798eba67544ce3 100644 --- a/landing/lenses/058610.json +++ b/landing/lenses/058610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058630.json b/landing/lenses/058630.json index 25ee2f2e9c2e0009e92a61cb2928649930098b58..7c7d6436a457387673dc55a042e7d98bf4380ed0 100644 --- a/landing/lenses/058630.json +++ b/landing/lenses/058630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058650.json b/landing/lenses/058650.json index 276d27d25e14467ae0770bb6e344df293c185f32..ad5e6f56f8c9a37b1c31d93d26c21a89fca7a821 100644 --- a/landing/lenses/058650.json +++ b/landing/lenses/058650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058730.json b/landing/lenses/058730.json index c815bc6468b95641d55875e6c15b20cdd614e700..f6e678d48e9e7d0f68968f6c313867aaf3cbc151 100644 --- a/landing/lenses/058730.json +++ b/landing/lenses/058730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058820.json b/landing/lenses/058820.json index 443344519e4d8021e3658b8b89bdf4a45408278a..1e91997b2b3646efd32f6f32ffbc0f39705eac00 100644 --- a/landing/lenses/058820.json +++ b/landing/lenses/058820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 16.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 19.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-09-30", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-09-30", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-09-30", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-30", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058850.json b/landing/lenses/058850.json index a2bc85e94ad92b400e0398b0255c8ccbac6359dd..6ddf057807477875eb87716c9dd8f560e73b8991 100644 --- a/landing/lenses/058850.json +++ b/landing/lenses/058850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/058860.json b/landing/lenses/058860.json index d116c414c6d7a72b561a304f93db51c114778455..9ce6234eeb3cf3b5abd61190d74bafa970fc9b40 100644 --- a/landing/lenses/058860.json +++ b/landing/lenses/058860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/058970.json b/landing/lenses/058970.json index 5e05df8707ea798c9bb1f4fc79c0c929fe74c5bc..da0e7cb201ae06c04468091add9dac6f75ef0f95 100644 --- a/landing/lenses/058970.json +++ b/landing/lenses/058970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059090.json b/landing/lenses/059090.json index e7f792272de074dbe5c2543570066b2570bf7b72..bad17306447727d429a475ae4b02b749f3786cf6 100644 --- a/landing/lenses/059090.json +++ b/landing/lenses/059090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059100.json b/landing/lenses/059100.json index 395b5707f399977e5aeb645038e9f50276c06500..3359e978fa1c318e3ecd03fedbcd310af1b5af03 100644 --- a/landing/lenses/059100.json +++ b/landing/lenses/059100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1120,10 +1120,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059120.json b/landing/lenses/059120.json index 3f08514c19aca78be856964c8a1028dbe55680ef..20d0113a86ad19f280a1b2278eab9b969a648c6c 100644 --- a/landing/lenses/059120.json +++ b/landing/lenses/059120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 14.59, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.64, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,15 +827,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 14.59, + "grade": "dCR-A-", + "score": 17.64, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.6, + "grade": "dCR-A-", + "score": 17.66, "assumptions": { "scenarioStress": "moderate" } @@ -918,7 +918,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059180.json b/landing/lenses/059180.json index 5b69522da5c34e00c82fae99806f928e3e463f55..90b541cfc2fdf0cdb18e91213f2930fac455f47f 100644 --- a/landing/lenses/059180.json +++ b/landing/lenses/059180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/059210.json b/landing/lenses/059210.json index 21e5eb4859a4fcd4b13ac4a7fc8ff042f7c87110..56175b012326564d42fdb5f169c7c9d570fad594 100644 --- a/landing/lenses/059210.json +++ b/landing/lenses/059210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/059270.json b/landing/lenses/059270.json index da34c7af47a5ac8fd86ad201fdcba8db92676cea..3d3fb628c828f480feacd7e4e75a34ada77afa9a 100644 --- a/landing/lenses/059270.json +++ b/landing/lenses/059270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060000.json b/landing/lenses/060000.json index 8b0f2279906be290f3cd94b0bc75651d7edf78ab..eec195427c784afc7b2008efb2bd04c18a40c49b 100644 --- a/landing/lenses/060000.json +++ b/landing/lenses/060000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060150.json b/landing/lenses/060150.json index 64bb8e13fe20b21d0439d84a98653cb39f9dd306..9ee9451c6659262ab534e411e74d44a9313234a0 100644 --- a/landing/lenses/060150.json +++ b/landing/lenses/060150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060230.json b/landing/lenses/060230.json index 04303e28134a1fd1c6758d010c74d71df39cb27d..afc1afdc4b95c9ff7cb29b16d6b793f2dda74691 100644 --- a/landing/lenses/060230.json +++ b/landing/lenses/060230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 41.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060240.json b/landing/lenses/060240.json index f8b6f5236998167ec7a1904c8968f9f2e25fd6f2..5307c50ab5187fc81ff7472121fee8c29838f6c1 100644 --- a/landing/lenses/060240.json +++ b/landing/lenses/060240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-23", "period": "2025", "status": "derived", @@ -1141,7 +1141,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-23", "period": "2025", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060250.json b/landing/lenses/060250.json index ecc478daaa684fcf2f5e84d5bbe37ba5b407188a..45787cd8d923f10492a2ff8041b07c02e1d330ae 100644 --- a/landing/lenses/060250.json +++ b/landing/lenses/060250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,7 +1378,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1400,7 +1400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1418,15 +1418,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/060260.json b/landing/lenses/060260.json index b60b2697e12b332128822229ee70beb502ad3185..c156004adb92fd46622fac2706281318c9e9c524 100644 --- a/landing/lenses/060260.json +++ b/landing/lenses/060260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060280.json b/landing/lenses/060280.json index 87a8bd55c108db54bd3c2f2d3a520c070beb5697..e74a007ed9e2354763bb7fa7a697cdc6702dfb4f 100644 --- a/landing/lenses/060280.json +++ b/landing/lenses/060280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060300.json b/landing/lenses/060300.json index bbb31297c0c594d2d891d0e5fafaae96f7e2a2b7..8f67a08242886eea4c5d14174dff91af45b2c89a 100644 --- a/landing/lenses/060300.json +++ b/landing/lenses/060300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -50,10 +50,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -163,7 +163,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -214,7 +214,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -265,7 +265,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2016", @@ -316,7 +316,7 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2021", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2021", "period": "2021", "status": "derived", @@ -898,14 +898,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1154,10 +1154,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1172,10 +1172,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060310.json b/landing/lenses/060310.json index 78604ded20f59d815e786bfabf14095c1a48d8d5..01548c8bc351d6091e9ff23a13ced29004a7c7a2 100644 --- a/landing/lenses/060310.json +++ b/landing/lenses/060310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1449,8 +1449,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "blocked", - "reason": "claimConflict" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/060370.json b/landing/lenses/060370.json index b30292b06c74d722f5e65c1ff95904ef43087826..5a54a6e0f7b045ad17803506323ff6b37cb56a74 100644 --- a/landing/lenses/060370.json +++ b/landing/lenses/060370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,10 +1159,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1177,10 +1177,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060380.json b/landing/lenses/060380.json index 6b3b5514e236d2d66eabea186514105e43e5ff74..217578217af5ed6e7de52daef61924a888ffc038 100644 --- a/landing/lenses/060380.json +++ b/landing/lenses/060380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 36.95, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 34.70, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 36.95, + "score": 34.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 37.5, + "grade": "dCR-BB+", + "score": 35.25, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -932,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060480.json b/landing/lenses/060480.json index 8c07d595a16b2fab49d5a039e17007c98ee64252..d7deac26ddc7041b64832a3ed5ba79bfd0cd5c9d 100644 --- a/landing/lenses/060480.json +++ b/landing/lenses/060480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060540.json b/landing/lenses/060540.json index 6cbb034230ef70cc3e058b2355c6e4d5c9d90605..979c5042812629d7df3402852cdc887e63774eb0 100644 --- a/landing/lenses/060540.json +++ b/landing/lenses/060540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060560.json b/landing/lenses/060560.json index 2eeb224aea5db733b70d222aaa19995391792e12..9a52b25440836320e3f8345577f7ff1b4ad5e045 100644 --- a/landing/lenses/060560.json +++ b/landing/lenses/060560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 15.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 16.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060570.json b/landing/lenses/060570.json index 8f00cbb436d65f42a903d0829e4a9dc44bd3bd7f..34c96be6640edae62e9313b88b596f3ca040498b 100644 --- a/landing/lenses/060570.json +++ b/landing/lenses/060570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060590.json b/landing/lenses/060590.json index 40e9e8b17e2d4cf36c164c93d255419208671884..222be98012bc2318a4cdf88216c562d9309c3a1f 100644 --- a/landing/lenses/060590.json +++ b/landing/lenses/060590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060720.json b/landing/lenses/060720.json index d46824198cad5930af9601b559bf4dd4d65752af..54c4025fd01677b2de489d44075369183009e976 100644 --- a/landing/lenses/060720.json +++ b/landing/lenses/060720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060850.json b/landing/lenses/060850.json index d21b87a9fa7e29dc1624429e86d0a97f58a1aeb2..92d95f4756a1e21a46f67d6f9b33b39170074c07 100644 --- a/landing/lenses/060850.json +++ b/landing/lenses/060850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060900.json b/landing/lenses/060900.json index edf0fe4170c74ce260f025a88adac7998c32a6f4..3cc2bd8783f532ab8df78eb7f7ef6f644d8fde33 100644 --- a/landing/lenses/060900.json +++ b/landing/lenses/060900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,7 +845,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 15.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -987,19 +987,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1020,8 +1020,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,17 +1066,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1145,7 +1145,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1154,7 +1154,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060910.json b/landing/lenses/060910.json index 4d01a2811fbbe0e4ea7b9cad9716c1fd3b11195c..b3af2cd6acb935df381fbc51afe49b3341370632 100644 --- a/landing/lenses/060910.json +++ b/landing/lenses/060910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,14 +812,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,10 +1068,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1086,10 +1086,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/060980.json b/landing/lenses/060980.json index b1b35f8234541fd3df8d7ace1b8f8af71930e0ed..dbb6d7318ab23babac01c13fc5d1be3cfdb6e69e 100644 --- a/landing/lenses/060980.json +++ b/landing/lenses/060980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061040.json b/landing/lenses/061040.json index a8abce0a77784698af3c1aeaf187ac182bf30e84..40f6f52ea63ca1c8e556c15af8515cf931e5acf4 100644 --- a/landing/lenses/061040.json +++ b/landing/lenses/061040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061090.json b/landing/lenses/061090.json index e733aa55658edb201e7ad810fa7f52277f8478fd..669e0886683cd8cd7fd02f887ec4763546064f48 100644 --- a/landing/lenses/061090.json +++ b/landing/lenses/061090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,7 +701,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -709,7 +709,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061250.json b/landing/lenses/061250.json index c5bd543d92608104b856b85cf5be69d9e13cea22..c4a24b9233b568f2a3af928598ee063427dbc823 100644 --- a/landing/lenses/061250.json +++ b/landing/lenses/061250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/061970.json b/landing/lenses/061970.json index 59c7a4d8646491561f8e345a478ac2818db4c698..b7af8865f44cfb98de042d0baa7f59fe5dc22321 100644 --- a/landing/lenses/061970.json +++ b/landing/lenses/061970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062040.json b/landing/lenses/062040.json index f7c85c58ad8aee7ff589543c8fb2813f2638807a..410342a24745c4055fe70cbf7dd343a98d8c4baa 100644 --- a/landing/lenses/062040.json +++ b/landing/lenses/062040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -565,14 +565,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -724,8 +724,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -744,8 +744,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -832,10 +832,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -851,10 +851,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062860.json b/landing/lenses/062860.json index db39d56b99e5299e937aeba272aac65f3501faa5..b1e3126481ce1924bde4f9fe7ce7fb559cfa5953 100644 --- a/landing/lenses/062860.json +++ b/landing/lenses/062860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1123,10 +1123,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1142,10 +1142,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,10 +1169,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1187,10 +1187,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/062970.json b/landing/lenses/062970.json index 65f7f6d56a7a5243bf3651e1491e94f501ddf0c3..b799fc8722266279621f38d8e8610b963dbac7f0 100644 --- a/landing/lenses/062970.json +++ b/landing/lenses/062970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 14.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063080.json b/landing/lenses/063080.json index 155701751dde377b8e1989c4e24a1b7fa0c17ab1..1fd5dc329490682e8b65af578371fc810547c79a 100644 --- a/landing/lenses/063080.json +++ b/landing/lenses/063080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063160.json b/landing/lenses/063160.json index 78476f08e65c19128512384e99cdab0634a25e9e..30d5357f3e1bb66a5f1b45779e04e61cdb266b38 100644 --- a/landing/lenses/063160.json +++ b/landing/lenses/063160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 22.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 20.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063170.json b/landing/lenses/063170.json index 0610d14b5aa2cdaf67ee1e487ee5974496d5a25d..eb7ae05292768ffaaa7888af7c5a321e3f492105 100644 --- a/landing/lenses/063170.json +++ b/landing/lenses/063170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,10 +1186,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1204,10 +1204,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063440.json b/landing/lenses/063440.json index 19593c0220336f35dec405df08111efa6b793f0e..44ed050e551e2ed3bad8f2d73267d9384115e93b 100644 --- a/landing/lenses/063440.json +++ b/landing/lenses/063440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/063570.json b/landing/lenses/063570.json index d0d0e5bb1044272d69da088a1ac2f4aec15860a9..5b9f772b86f26ac39de0fb047889989873c02976 100644 --- a/landing/lenses/063570.json +++ b/landing/lenses/063570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -537,13 +537,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -756,14 +756,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -883,10 +883,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -929,7 +929,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -949,8 +949,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1105,7 +1105,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/063760.json b/landing/lenses/063760.json index a77a0b34f2f8fb1cbb47df8f050e7927fc73b1f4..2ba065f3c3ca12da84f5dc02b0012e482240a45c 100644 --- a/landing/lenses/063760.json +++ b/landing/lenses/063760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064090.json b/landing/lenses/064090.json index 3fc96286d7277233d434be14cfd7e8780bfa0694..6876b76c56a926050c049119d725f8e9261bff59 100644 --- a/landing/lenses/064090.json +++ b/landing/lenses/064090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-06", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-06", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-06", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064240.json b/landing/lenses/064240.json index 7156887ac09821b84f5e6851507e568d29df5f12..f15a2ce690c5e7c1ee6e414bf22a2b204f5dfdb8 100644 --- a/landing/lenses/064240.json +++ b/landing/lenses/064240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064260.json b/landing/lenses/064260.json index 8ae4590443578a420c51781467ee3c45e5d310f6..e6cf8db2a1c77ccefd676389c94a27a5415fbec5 100644 --- a/landing/lenses/064260.json +++ b/landing/lenses/064260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 23.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 21.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064290.json b/landing/lenses/064290.json index 3140eb72ab9dcf68efcc136e2070c3552286aae1..c71ce4bfc65d52c05c454523d09043acce69adc2 100644 --- a/landing/lenses/064290.json +++ b/landing/lenses/064290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064350.json b/landing/lenses/064350.json index dd4d6ebfaf47b7e989f145d2146fcaa007a61d04..777b11896e57e9fc9ead317a65e7c9baf2af15c7 100644 --- a/landing/lenses/064350.json +++ b/landing/lenses/064350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064400.json b/landing/lenses/064400.json index 9c8ea5168b943cee239dd7c43db0e1d0057ad545..b897f2d57a7e574ccc2e02e6780a731091e5f0de 100644 --- a/landing/lenses/064400.json +++ b/landing/lenses/064400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064480.json b/landing/lenses/064480.json index e24aee071c41c3a8ec437f31684c6a0c85887086..68d161762f84a47219cd3dcca450fd76603f77a7 100644 --- a/landing/lenses/064480.json +++ b/landing/lenses/064480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064510.json b/landing/lenses/064510.json index 43b493a3baadc31d4728da34d8e226e8b967a1c4..7f697a0f3846fd059dc96e964ede04c8776094af 100644 --- a/landing/lenses/064510.json +++ b/landing/lenses/064510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064520.json b/landing/lenses/064520.json index 6dab8aa78491166c895700c7c0a6c8380389fad5..e689c1c3c59b8fce6e014c241fc4863202efaf06 100644 --- a/landing/lenses/064520.json +++ b/landing/lenses/064520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064550.json b/landing/lenses/064550.json index 9803aea61dcbd6f702b512771edd32362754e10f..afa0cc6eff7492336ea9895351c07880fadef003 100644 --- a/landing/lenses/064550.json +++ b/landing/lenses/064550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 34.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.10, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 34.13, + "grade": "dCR-BB", + "score": 38.1, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 34.98, + "grade": "dCR-BB", + "score": 39.09, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064760.json b/landing/lenses/064760.json index f4a3d60fef427bb8ceae10680260355c8c7111ec..2a8e1eef10903fdabd32e69e9e73c783c9cb8c75 100644 --- a/landing/lenses/064760.json +++ b/landing/lenses/064760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064800.json b/landing/lenses/064800.json index ab0d2568b4cb8f657cd6637596e599fb6c8a1e0e..ce8fc8d4173fffe92e95af4501f822feddabfc1d 100644 --- a/landing/lenses/064800.json +++ b/landing/lenses/064800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1632.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1538.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/064820.json b/landing/lenses/064820.json index ad74795d337ea5f0173dc692a625bc986af609de..8c40cf3c620bb3c090104d61d47ed459e9370acd 100644 --- a/landing/lenses/064820.json +++ b/landing/lenses/064820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.36%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1603,12 +1603,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3f0d5d40c73b", + "target": "064820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.215 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064850.json b/landing/lenses/064850.json index 14f81c00c1ca03a1b38c64333a946e6c4f2202bd..aed18749dd4e8b88ef34be9ef91e455478999153 100644 --- a/landing/lenses/064850.json +++ b/landing/lenses/064850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,17 +1111,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1190,7 +1190,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1199,7 +1199,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,12 +1464,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e2d5b8d013dd", + "target": "064850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/064960.json b/landing/lenses/064960.json index 2d1638eb452cafde05a13574887b5b4d9d55d248..efa568db0a0d585464406e156b6bf015e438342c 100644 --- a/landing/lenses/064960.json +++ b/landing/lenses/064960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065060.json b/landing/lenses/065060.json index 423fc6d96854ec6ab67ab66ad0319740e7ace58f..b57aa2e10fe9745e9596a7354c2b35433cc1cf93 100644 --- a/landing/lenses/065060.json +++ b/landing/lenses/065060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 50.93, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 47.36, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 50.93, + "grade": "dCR-BB", + "score": 47.36, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 51.42, + "grade": "dCR-BB", + "score": 47.88, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -918,7 +918,6 @@ "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 60.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -934,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065130.json b/landing/lenses/065130.json index 19a2121579304110787a3ca5309ee8eb58d1ebac..942decec13a23aabdeb5200acbd574f8b4f0b89c 100644 --- a/landing/lenses/065130.json +++ b/landing/lenses/065130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065150.json b/landing/lenses/065150.json index ee96090d5edb8f261c4581e68c168179dbf8c366..b6b02436e6c560202bccccaf8445b59b86de57c6 100644 --- a/landing/lenses/065150.json +++ b/landing/lenses/065150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065170.json b/landing/lenses/065170.json index 866df58851a8f66665c398e7dc9e5772febd1b88..688d32a8d17e2c584b5445d627f47c97c3a0127d 100644 --- a/landing/lenses/065170.json +++ b/landing/lenses/065170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065350.json b/landing/lenses/065350.json index 784f486b1a872a35b790f9a572f6b69133997451..9bb352200189d9f339c663f21702881d0ac3d693 100644 --- a/landing/lenses/065350.json +++ b/landing/lenses/065350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 11.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065370.json b/landing/lenses/065370.json index 00b2d7a625adec5a3f8c73a948f77da96d82f6ad..ba3bb4cf1ced72855f8d4788d6bcf274ff907dd7 100644 --- a/landing/lenses/065370.json +++ b/landing/lenses/065370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,7 +880,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.77%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065420.json b/landing/lenses/065420.json index 9bace8e0e217e2e0b111900418d0eca3098ea81e..97844fffafa974c846b023bb65ac3039a0fcaaba 100644 --- a/landing/lenses/065420.json +++ b/landing/lenses/065420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -1108,10 +1108,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1127,10 +1127,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1145,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1163,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065440.json b/landing/lenses/065440.json index e0495f48c25d5ce1413decc0e1968b058f6cb421..5891a99cebd0bc543ef55d1ce1b5fda9210fd6be 100644 --- a/landing/lenses/065440.json +++ b/landing/lenses/065440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065450.json b/landing/lenses/065450.json index 8515c266bc21834bf9c305557d1f553d5e7cc657..7631df9f7d26745c0c686322ed0d28be8d865f43 100644 --- a/landing/lenses/065450.json +++ b/landing/lenses/065450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065500.json b/landing/lenses/065500.json index 1cb01ebe48fc5a1c626ac7cfe5278f3ae1dcad79..efe299a9a88533adf96ddad9c0d482e8adf18978 100644 --- a/landing/lenses/065500.json +++ b/landing/lenses/065500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3b11ea5025de", - "target": "065500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.313 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065510.json b/landing/lenses/065510.json index 8e71216d7b7ac60af6bbaf93e2524cfc9e9fee06..1a14f1a78bbaf142ba0e750416c520f63d50a8ac 100644 --- a/landing/lenses/065510.json +++ b/landing/lenses/065510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065530.json b/landing/lenses/065530.json index ecf4abe448696da9c7e73d9c1ec837388078ce5f..2388a9ca1c20fbbe14302f45b56e6a435d9eb07e 100644 --- a/landing/lenses/065530.json +++ b/landing/lenses/065530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d290efd3e71", + "target": "065530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065560.json b/landing/lenses/065560.json index 4a571c9319f17abea3ffac9122e0ead5ef43a525..741b57678653f1037e0d8bfe1f3a70e5884fef9d 100644 --- a/landing/lenses/065560.json +++ b/landing/lenses/065560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065570.json b/landing/lenses/065570.json index 72c5dd8629d2c0824493c152d67e48033816bb37..41f3d2dd1557a6fbd52f2733f9ae14c9a9914206 100644 --- a/landing/lenses/065570.json +++ b/landing/lenses/065570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065620.json b/landing/lenses/065620.json index f992544deb64fa6bf33a8d3b3d5e36ec17127fe8..83fb6c39e12f169622b87643bcfcf7acba62b559 100644 --- a/landing/lenses/065620.json +++ b/landing/lenses/065620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -146,7 +146,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -193,7 +193,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -240,7 +240,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1056,10 +1056,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1074,10 +1074,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1088,7 +1088,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065650.json b/landing/lenses/065650.json index 47ef175bf3c63fd4144fee952d6859055ca6450e..d74693bd7613857d7da155eb88d5daa42b96493a 100644 --- a/landing/lenses/065650.json +++ b/landing/lenses/065650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1500,12 +1500,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:da87b874f71f", + "target": "065650", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/065660.json b/landing/lenses/065660.json index 3331a7f22ae869536405276d33d1000e7292231f..78d21fb23d4606a48003bbb05ffc6a8f85498dbc 100644 --- a/landing/lenses/065660.json +++ b/landing/lenses/065660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065680.json b/landing/lenses/065680.json index 91b9449d1a6bb24c48fb3c243bbd96afceb67a1f..d584b3f7b4119d9631a42de729672c4c03fbd28c 100644 --- a/landing/lenses/065680.json +++ b/landing/lenses/065680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 16.93, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 18.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 16.93, + "score": 18.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 17.64, + "grade": "dCR-A-", + "score": 19.34, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -916,7 +921,7 @@ "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065690.json b/landing/lenses/065690.json index a78b70fc6d66ba5df3a5d1b5d6534799736672ea..21842a3823da7694716fe200fb9b28f3d449c176 100644 --- a/landing/lenses/065690.json +++ b/landing/lenses/065690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065710.json b/landing/lenses/065710.json index 890d443dfc52f12032603edbfee9e4cac0561922..4e29e6cf9135d81a65ad40405a64a490d76cf328 100644 --- a/landing/lenses/065710.json +++ b/landing/lenses/065710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065770.json b/landing/lenses/065770.json index b00af1a8189f83ec335745e470a78e1ef16cdee8..04f4f10e1eea5c34714c90726925a3e2e0db5936 100644 --- a/landing/lenses/065770.json +++ b/landing/lenses/065770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/065950.json b/landing/lenses/065950.json index 6f2db9ae962c4c321ab219036d87b5c1162e60ef..8a24f2c2e1e67177ab847a8d2c67763080130ab3 100644 --- a/landing/lenses/065950.json +++ b/landing/lenses/065950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066110.json b/landing/lenses/066110.json index 80bd1e37a7fca95e7ab0443e7a28a67f80887a92..de05eae20bdc7b44c199b4d82ff0c32442ca566d 100644 --- a/landing/lenses/066110.json +++ b/landing/lenses/066110.json @@ -9,7 +9,1394 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-11-01" + }, + "period": "2021", + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + }, + "confidence": { + "level": "medium", + "score": 75.0, + "method": "requiredDomainCoverage" + }, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -185.71, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2020" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -36.69, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -117.55, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2020" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 116.14, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2021" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.27, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2020" + } + ], + "claims": [ + { + "id": "analysis.cashConversion", + "label": "OCF/순이익", + "comparisonKey": "cashConversion", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-11-01" + }, + "period": "2020", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", + "evidenceRefs": [ + "analysis.cash.cashQuality" + ], + "falsifierRefs": [ + "cashConversionBreak" + ], + "value": -117.55, + "unit": "%" + }, + { + "id": "analysis.operatingMargin", + "label": "영업이익률", + "comparisonKey": "profitability", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-11-01" + }, + "period": "2020", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", + "evidenceRefs": [ + "analysis.earnings.marginTrend" + ], + "falsifierRefs": [ + "marginBreak" + ], + "value": -185.71, + "unit": "%" + }, + { + "id": "analysis.revenueCagr", + "label": "매출 CAGR", + "comparisonKey": "growth", + "basis": "companyFundamentals", + "direction": "adverse", + "horizon": "multiYear", + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": "2021", + "earliestPeriod": "2016", + "periods": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ], + "blockPeriods": { + "representative": [ + "2016", + "2017", + "2018", + "2019", + "2020", + "2021" + ] + }, + "blockLatestPeriods": { + "representative": "2021" + }, + "mixedPeriods": false, + "retrievedAt": "2026-11-01" + }, + "period": "2021", + "status": "derived", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", + "evidenceRefs": [ + "analysis.earnings.growthTrend" + ], + "falsifierRefs": [ + "growthBreak" + ], + "value": -36.69, + "unit": "%" + } + ], + "evidence": [ + { + "id": "analysis.earnings.marginTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.marginTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.earnings.growthTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.earnings.growthTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.cash.cashQuality", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.cash.cashQuality", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.leverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.leverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + }, + { + "id": "analysis.resilience.coverageTrend", + "kind": "calculationBlock", + "sourceRef": "dartlab://analysis/066110/representative.blocks.resilience.coverageTrend", + "status": "derived", + "detail": "Analysis 내부 직접 계산 결과" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [ + { + "id": "marginCompression", + "label": "영업이익률이 현재보다 3%p 하락", + "currentValue": -185.71, + "unit": "%", + "driverRef": "operatingMargin", + "sourceRef": "representative.assessment.drivers.operatingMargin" + }, + { + "id": "growthReversal", + "label": "매출 CAGR이 0% 아래로 전환", + "currentValue": -36.69, + "unit": "%", + "driverRef": "revenueCagr", + "sourceRef": "representative.assessment.drivers.revenueCagr" + }, + { + "id": "coverageStress", + "label": "이자보상배율이 1배 아래로 하락", + "currentValue": -2.27, + "unit": "배", + "driverRef": "interestCoverage", + "sourceRef": "representative.assessment.drivers.interestCoverage" + } + ], + "falsifiers": [ + { + "id": "marginBreak", + "condition": "영업이익률이 현재 관측치보다 3%p 이상 하락하면 수익성 결론을 다시 평가합니다.", + "driverRef": "operatingMargin" + }, + { + "id": "growthBreak", + "condition": "매출 CAGR이 음수로 전환되면 성장 결론을 다시 평가합니다.", + "driverRef": "revenueCagr" + }, + { + "id": "cashConversionBreak", + "condition": "영업현금 전환 방향이 정상화되거나 추가 악화되면 현금 전환 결론을 다시 평가합니다.", + "driverRef": "cashConversion" + }, + { + "id": "coverageBreak", + "condition": "이자보상배율이 1배 미만이면 안정성 결론을 무효화합니다.", + "driverRef": "interestCoverage" + } + ], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 3, + "domainCoverage": { + "earnings": { + "status": "observed", + "observed": 2, + "expected": 2 + }, + "cash": { + "status": "observed", + "observed": 1, + "expected": 1 + }, + "resilience": { + "status": "observed", + "observed": 2, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 5, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "observed", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산 근거를 확보했습니다." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "partial", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "이익품질 하위 계산 근거 2/3개만 관측" + } + ] + }, + "assessment": { + "label": "재무 취약 신호", + "summary": "5개 핵심 지표를 직접 비교한 결과 재무 취약 신호입니다. 확인할 위험은 영업이익률, 매출 CAGR입니다.", + "score": -4, + "drivers": [ + { + "id": "operatingMargin", + "label": "영업이익률", + "value": -185.71, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.marginTrend", + "period": "2020" + }, + { + "id": "revenueCagr", + "label": "매출 CAGR", + "value": -36.69, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "earnings.growthTrend" + }, + { + "id": "cashConversion", + "label": "OCF/순이익", + "value": -117.55, + "unit": "%", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "cash.cashQuality", + "period": "2020" + }, + { + "id": "debtRatio", + "label": "부채비율", + "value": 116.14, + "unit": "%", + "direction": "neutral", + "scoreContribution": 0, + "sourceRef": "resilience.leverageTrend", + "period": "2021" + }, + { + "id": "interestCoverage", + "label": "이자보상배율", + "value": -2.27, + "unit": "배", + "direction": "negative", + "scoreContribution": -1, + "sourceRef": "resilience.coverageTrend", + "period": "2020" + } + ], + "positiveDrivers": [], + "negativeDrivers": [ + "영업이익률", + "매출 CAGR", + "OCF/순이익", + "이자보상배율" + ] + } + } + }, + "credit": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "credit", + "axis": "등급", + "version": "v4.0" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": "2021", + "retrievedAt": "2026-11-01" + }, + "period": "2021", + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "등급 산출 불가", + "summary": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10)." + }, + "confidence": { + "level": "blocked", + "score": 70.0, + "method": "validAxisWeightCoverage" + }, + "drivers": [ + { + "id": "axis.유동성", + "label": "유동성", + "value": 7.65, + "unit": "riskScore", + "direction": "positive", + "weight": 15, + "contribution": 1.15, + "sourceRef": "axes.유동성" + }, + { + "id": "axis.채무상환능력", + "label": "채무상환능력", + "value": 7.7, + "unit": "riskScore", + "direction": "positive", + "weight": 25, + "contribution": 1.93, + "sourceRef": "axes.채무상환능력" + }, + { + "id": "axis.사업안정성", + "label": "사업안정성", + "value": 40.66, + "unit": "riskScore", + "direction": "negative", + "weight": 10, + "contribution": 4.07, + "sourceRef": "axes.사업안정성" + }, + { + "id": "axis.자본구조", + "label": "자본구조", + "value": 20.79, + "unit": "riskScore", + "direction": "negative", + "weight": 20, + "contribution": 4.16, + "sourceRef": "axes.자본구조" + } + ], + "claims": [], + "evidence": [ + { + "id": "credit.axis.채무상환능력", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/채무상환능력", + "status": "derived", + "detail": "위험점수 7.70, 가중치 25%" + }, + { + "id": "credit.axis.자본구조", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/자본구조", + "status": "derived", + "detail": "위험점수 20.79, 가중치 20%" + }, + { + "id": "credit.axis.유동성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/유동성", + "status": "derived", + "detail": "위험점수 7.65, 가중치 15%" + }, + { + "id": "credit.axis.사업안정성", + "kind": "creditAxis", + "sourceRef": "dartlab://credit/066110/axes/사업안정성", + "status": "derived", + "detail": "위험점수 40.66, 가중치 10%" + } + ], + "assumptions": [], + "gaps": [ + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름" + }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "sourceRef": "blockedReason" + } + ], + "scenarios": [ + { + "id": "base", + "label": "기준", + "grade": null, + "score": null, + "assumptions": {} + } + ], + "falsifiers": [ + { + "id": "negativeOutlook", + "condition": "등급 전망이 부정적으로 전환되면 현재 상환능력 결론을 다시 평가합니다.", + "sourceRef": "outlook" + }, + { + "id": "weakAxisDeterioration", + "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", + "sourceRef": "axes.사업안정성" + } + ], + "payload": { + "blockRefs": [ + "grade", + "axes", + "metricsHistory" + ], + "gradeHistory": [ + { + "period": "2021", + "score": 10.15, + "grade": "A+", + "pdEstimate": 0.04 + }, + { + "period": "2020", + "score": 47.24, + "grade": "BB-", + "pdEstimate": 2.5 + }, + { + "period": "2019", + "score": 48.75, + "grade": "B+", + "pdEstimate": 4.0 + }, + { + "period": "2018", + "score": 56.44, + "grade": "B", + "pdEstimate": 7.0 + }, + { + "period": "2017", + "score": 55.99, + "grade": "B", + "pdEstimate": 7.0 + } + ], + "coverage": { + "validAxes": 4, + "totalAxes": 7, + "validWeight": 70.0, + "totalWeight": 100.0, + "weightCoverage": 70.0 + }, + "eCR": null, + "pdEstimate": null, + "notchAdjustment": null, + "divergenceExplanation": [] + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": null, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "blocked", + "score": 8.0, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "066110", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 1/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 65.7, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + }, + { + "id": "macro.company.analysis.debtRatio", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/066110/product/drivers/debtRatio", + "status": "derived", + "observedAt": null, + "detail": "부채비율" + }, + { + "id": "macro.company.analysis.interestCoverage", + "kind": "companyFinancialEvidence", + "sourceRef": "dartlab://analysis/066110/product/drivers/interestCoverage", + "status": "derived", + "observedAt": null, + "detail": "이자보상배율" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/066110" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 1, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "partial": 2, + "blocked": 3 + }, + "gaps": [ + { + "id": "analysis.quality.earningsQualityFlags", + "status": "partial", + "reason": "이익품질 하위 계산 근거 2/3개만 관측", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "id": "credit.axis.현금흐름", + "status": "missing", + "reason": "현금흐름 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.현금흐름", + "engine": "credit" + }, + { + "id": "credit.axis.재무신뢰성", + "status": "missing", + "reason": "재무신뢰성 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.재무신뢰성", + "engine": "credit" + }, + { + "id": "credit.axis.공시리스크", + "status": "missing", + "reason": "공시리스크 축을 계산할 근거가 부족합니다.", + "sourceRef": "axes.공시리스크", + "engine": "credit" + }, + { + "id": "credit.calibration", + "status": "blocked", + "reason": "일반기업 dCR 발행에 필요한 핵심 4축과 최소 8개 핵심 지표가 충족되지 않았습니다 (핵심축 3/4, 핵심지표 6/10).", + "sourceRef": "blockedReason", + "engine": "credit" + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/066110", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +1404,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/066130.json b/landing/lenses/066130.json index c03479970859cd529724bc75519edf083cb39117..f62e113818bf12687e831c983ed08b11b242c8c5 100644 --- a/landing/lenses/066130.json +++ b/landing/lenses/066130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066310.json b/landing/lenses/066310.json index 7d50fcb24925edfe01cd3ce4cd7bf1f8b14f8a47..ede2e37a0d5070bb3f318366a06952de12029a10 100644 --- a/landing/lenses/066310.json +++ b/landing/lenses/066310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066360.json b/landing/lenses/066360.json index bd282898393b7e9c2f0f1181c0146d1d6c2a8ac4..0b7218011dd89af056e9ab6fa7c3a1af35b989ee 100644 --- a/landing/lenses/066360.json +++ b/landing/lenses/066360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,13 +1196,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066410.json b/landing/lenses/066410.json index 3739f53669f18d497d7cbfe7920b76b3fb6ff128..df7f7d2a54146c2e11f05f90480c56da237038d0 100644 --- a/landing/lenses/066410.json +++ b/landing/lenses/066410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,7 +1117,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066430.json b/landing/lenses/066430.json index f7b791d08744c3637d064768986a9ff8a96c7712..e8150facb6808fb61a65c834be7c62717a1fae66 100644 --- a/landing/lenses/066430.json +++ b/landing/lenses/066430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.43, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 35.68, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.43, + "score": 35.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.76, + "score": 36.01, "assumptions": { "scenarioStress": "moderate" } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066570.json b/landing/lenses/066570.json index 123bf26c061afda20820a62d70f0835acfca0445..1babd4adbb67e532b1a324c75e1bd5b3b60b13d1 100644 --- a/landing/lenses/066570.json +++ b/landing/lenses/066570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "totalNotch": 4, "reasons": [ "대형기업 (매출 89조)", - "시가총액 33조 (시장 지위)" + "시가총액 31조 (시장 지위)" ], "monotonicGate": "A+" }, @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066590.json b/landing/lenses/066590.json index 68253d821a12c912fceafaaf15332ac4211c138e..2162d81822d7ac9980b9ebff4e89cfdb60d71185 100644 --- a/landing/lenses/066590.json +++ b/landing/lenses/066590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 44.61, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 40.65, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 44.61, + "grade": "dCR-BBB-", + "score": 40.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 44.99, + "grade": "dCR-BBB-", + "score": 41.05, "assumptions": { "scenarioStress": "moderate" } @@ -908,7 +908,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -919,7 +919,6 @@ "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 268.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1109,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1262,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066620.json b/landing/lenses/066620.json index deacd8aa9ccaa69256fa6e22737a88aeb6d678c3..0a2a2d7e2e1ea5214c8035a0ad1ced88f40f8b0a 100644 --- a/landing/lenses/066620.json +++ b/landing/lenses/066620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/066670.json b/landing/lenses/066670.json index 31e855cc5fb95c72a70762a3863172de4d86e8e5..6e693462d58e1e399c255d5a433b82930f82e98f 100644 --- a/landing/lenses/066670.json +++ b/landing/lenses/066670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e30eee761878", - "target": "066670", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/066700.json b/landing/lenses/066700.json index c6d3fc0eb489f85d7b3eb36715db502c93405d86..f944e12dfc0214245d98bc5bf6ebe90e034acd70 100644 --- a/landing/lenses/066700.json +++ b/landing/lenses/066700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/066790.json b/landing/lenses/066790.json index 53e8e5fa436ef1996ae8d022085ba6735d24931b..b221715da1e1f43b2a9b8c8b79cc25eeb7bb6d82 100644 --- a/landing/lenses/066790.json +++ b/landing/lenses/066790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-04", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-04", "period": "2025", "status": "derived", @@ -1055,7 +1055,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-04", "period": "2025", "status": "observed", @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066900.json b/landing/lenses/066900.json index 06f329aaedc301a8f0b00c958b24d98dde5d5a28..2be01eed1f2c763d111af9d6f7b394f3349053a9 100644 --- a/landing/lenses/066900.json +++ b/landing/lenses/066900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066910.json b/landing/lenses/066910.json index 1624263f4dd8ff7a2ff659a95accb650ee3c26c2..7ec0c14772f0292c56e891e5a529d9e9f190e976 100644 --- a/landing/lenses/066910.json +++ b/landing/lenses/066910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -999,8 +999,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,10 +1052,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066970.json b/landing/lenses/066970.json index 75bcf0d30cb31ec8cc6e45cce4292c6b3bac7f21..6aad03d129a2dc2fbff0306b615a5b8e6aa72b89 100644 --- a/landing/lenses/066970.json +++ b/landing/lenses/066970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 10.80%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/066980.json b/landing/lenses/066980.json index e9cc73a5ed690a7bce585feb5870edab6d447a02..b70a490fa01ab378c3c128d5a23f39b2bac98c83 100644 --- a/landing/lenses/066980.json +++ b/landing/lenses/066980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067000.json b/landing/lenses/067000.json index d9c474ee1339896e6f290143cffcfd1fc923deb1..383a5f49c6f5a770ba3b3d1766851aa0cc6824f3 100644 --- a/landing/lenses/067000.json +++ b/landing/lenses/067000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067010.json b/landing/lenses/067010.json index c1e0910a761afb9500f5f75cf1f9998c712b7018..26e070e7d702336147abce2f3a2d027a013c6053 100644 --- a/landing/lenses/067010.json +++ b/landing/lenses/067010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067080.json b/landing/lenses/067080.json index fbd6eb29d3fe58cb1af756ed392f42f25bdc2844..ab6b750c139a9cacfd91d4a420e5f04039437289 100644 --- a/landing/lenses/067080.json +++ b/landing/lenses/067080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 18.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 19.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067160.json b/landing/lenses/067160.json index bfe3ae29320f532de29cf6ad83091d59f00369bc..337d06572e16cbb905ee1cc497ea305e3e0c6e4e 100644 --- a/landing/lenses/067160.json +++ b/landing/lenses/067160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067170.json b/landing/lenses/067170.json index 16d6eca8c989c71211c68cd37da8bbcd581b3baf..3cc9290645db538d6449e80705718809d201f900 100644 --- a/landing/lenses/067170.json +++ b/landing/lenses/067170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067250.json b/landing/lenses/067250.json index fddf5f1f0f6732e0373a7b07c34d02569c88488c..b08b527339d8c19389f0b5cc3b6cc3fe707ffc65 100644 --- a/landing/lenses/067250.json +++ b/landing/lenses/067250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067280.json b/landing/lenses/067280.json index 7c953eddfec6241224905b5faeb724bb4af2576a..7c40c9ab59ebeb8336e87d4c24ccf9aeb22a09fa 100644 --- a/landing/lenses/067280.json +++ b/landing/lenses/067280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067290.json b/landing/lenses/067290.json index 402452ffeceffbc5a95ccd05c8be55a42af55c7c..5ebccd5eb81135802171ccd197cf2fe345b4a9f9 100644 --- a/landing/lenses/067290.json +++ b/landing/lenses/067290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,8 +1499,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067310.json b/landing/lenses/067310.json index 5d8bb64caed97bca482481e929b17b32563e6488..159adae0c9c2841a9d19348d4d555a6f0b721c52 100644 --- a/landing/lenses/067310.json +++ b/landing/lenses/067310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,7 +1553,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1575,7 +1575,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1593,8 +1593,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067370.json b/landing/lenses/067370.json index 11e38d1ae19a8e921cea7e1586ee79af63b2faaf..f4f54e8af63a1f3c4dbedca1a784b42727411ce6 100644 --- a/landing/lenses/067370.json +++ b/landing/lenses/067370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -739,7 +739,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,10 +897,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -915,10 +915,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -929,7 +929,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -937,7 +937,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -945,7 +945,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067390.json b/landing/lenses/067390.json index f1665b385d20186058233598117ffb9a9da57211..29febc817a545d4fe1e67e176a5fc0ce807e938c 100644 --- a/landing/lenses/067390.json +++ b/landing/lenses/067390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/067570.json b/landing/lenses/067570.json index b622998b6716d5e9a16230e13a7f719e00f40522..562d5d0fac991406f4b963b9ccf91a345c5dd1e6 100644 --- a/landing/lenses/067570.json +++ b/landing/lenses/067570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067630.json b/landing/lenses/067630.json index 43fca364b890c64560cfe4db5005d1e54020f1d4..ae48eb9dc10d9746acb805e82e4e6cf067a9da2e 100644 --- a/landing/lenses/067630.json +++ b/landing/lenses/067630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 16.78%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067730.json b/landing/lenses/067730.json index 65f5ae19d4928aad085aa70f9faac5bdf27228ce..4201566cde5b3cc38e2749ede035e765fbe3d605 100644 --- a/landing/lenses/067730.json +++ b/landing/lenses/067730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,10 +1246,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067770.json b/landing/lenses/067770.json index de8de74bd11041a17c5871bff2eead49ffc36daa..994d8f0ed9d953e36a8dfb2191a31f7b84ea269f 100644 --- a/landing/lenses/067770.json +++ b/landing/lenses/067770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,7 +1126,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1148,7 +1148,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067830.json b/landing/lenses/067830.json index 0db0d8472f1bc905b1375f184a348aebb42f5dcc..6e51b94000cb86422e879b08fdd7e0ea48942dd5 100644 --- a/landing/lenses/067830.json +++ b/landing/lenses/067830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067900.json b/landing/lenses/067900.json index 0d29eb53016236b59632fb59986fdcaaba856a4b..046a942cf142cd8dfbc879e82f9c4e3a84d216b9 100644 --- a/landing/lenses/067900.json +++ b/landing/lenses/067900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:e6f9be94de71", + "target": "067900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/067920.json b/landing/lenses/067920.json index 5d9b1c23b425d5536d73e0c5fe6942c9ec14ea17..6a45e2b7651aeaab74bf9549b64ce60d5326bf05 100644 --- a/landing/lenses/067920.json +++ b/landing/lenses/067920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/067990.json b/landing/lenses/067990.json index 9712dc6cbacd6b0756878a82481c3fb93b041131..313cf3cdea7750666b70df7eaac70aa38447b7b2 100644 --- a/landing/lenses/067990.json +++ b/landing/lenses/067990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068050.json b/landing/lenses/068050.json index 84a9d31e67f2bc30de305fafe4a2351f4a68ca71..a1e0e983f2731d19f8a29623071ee569616002f8 100644 --- a/landing/lenses/068050.json +++ b/landing/lenses/068050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068060.json b/landing/lenses/068060.json index 626bd1bbf098fe2ee6a6636fbf72ad9ea077dfdb..5e716ace033b65ab5bf52fa83ce675158601a401 100644 --- a/landing/lenses/068060.json +++ b/landing/lenses/068060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068100.json b/landing/lenses/068100.json index 1d1695a1aeadf9730e1d8d32972b7f28a77db176..5918a658224ff3e624137a6af39156af7cb762af 100644 --- a/landing/lenses/068100.json +++ b/landing/lenses/068100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:cc9d67d54e0a", - "target": "068100", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.964 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/068240.json b/landing/lenses/068240.json index cb28c7d8f39b06ed486566c30ae80e7c6f6c1b18..3c1aaef5b62f9b39d0d623f7885ffef85d42d50b 100644 --- a/landing/lenses/068240.json +++ b/landing/lenses/068240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-16", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068270.json b/landing/lenses/068270.json index 83f3616ca39b050cc8a54be37cda4eec71fc05b2..56eae50b093cc74d437ed62614c0fcd90bd1fb97 100644 --- a/landing/lenses/068270.json +++ b/landing/lenses/068270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068290.json b/landing/lenses/068290.json index 8496fc7c7fe2ae481992708c4529aa5cb6973dac..d97be0946a0da4f7b446af3eaacb9b9aee2424ca 100644 --- a/landing/lenses/068290.json +++ b/landing/lenses/068290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,8 +1010,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1041,7 +1041,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068330.json b/landing/lenses/068330.json index c2249f2877f169bbd106caf8f044ba632792d262..c23fe18d4a0e78b53dbd203e533f61cab90ba63f 100644 --- a/landing/lenses/068330.json +++ b/landing/lenses/068330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068400.json b/landing/lenses/068400.json index 7e8cc714c8c15b4773571770229672ddb0fe9285..36ed5acef71a7a4e5d1575112953629e13d9654c 100644 --- a/landing/lenses/068400.json +++ b/landing/lenses/068400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068420.json b/landing/lenses/068420.json index e43e0afee672026571ea4a8146314f384b399231..0f1ff168000c510855029a54c37068c4cc2cc69f 100644 --- a/landing/lenses/068420.json +++ b/landing/lenses/068420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2026", @@ -36,10 +36,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -353,10 +353,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -441,10 +441,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -460,10 +460,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -487,10 +487,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -505,10 +505,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -519,7 +519,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -527,7 +527,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -543,7 +543,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -559,7 +559,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068760.json b/landing/lenses/068760.json index 53ac23d4f762812d0552bb5d68865e796cc1779a..64033d2cc648cd139a9e0821f25e58dcb0a4d3bc 100644 --- a/landing/lenses/068760.json +++ b/landing/lenses/068760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.88, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.12, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -825,14 +825,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.88, + "score": 25.12, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 23.89, + "score": 26.14, "assumptions": { "scenarioStress": "moderate" } @@ -919,6 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 5.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1079,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1219,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068790.json b/landing/lenses/068790.json index b93c90f0030524794072bbf8524c7220a287fc1c..c0636c255da0a6c1ed46b6c9414839ec5e6ecb90 100644 --- a/landing/lenses/068790.json +++ b/landing/lenses/068790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,7 +1472,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1494,7 +1494,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1512,8 +1512,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/068930.json b/landing/lenses/068930.json index 3199cd2f7453fae0e1d8286b1217cb43a8103977..dfff4d65389916ddc2be40bfde538e784d79bd69 100644 --- a/landing/lenses/068930.json +++ b/landing/lenses/068930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/068940.json b/landing/lenses/068940.json index 8704f6ba70071919f969c9c365bea16ad4e12812..719e3eaa2ed9528815e435d0520574b994dccdea 100644 --- a/landing/lenses/068940.json +++ b/landing/lenses/068940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1259,10 +1259,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069080.json b/landing/lenses/069080.json index ec13c9d854a7985760f7103d9b2f13595143c3e2..332d62a22c7a0cb85540cfff9998c383e1338595 100644 --- a/landing/lenses/069080.json +++ b/landing/lenses/069080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:adc1e5da383f", - "target": "069080", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.779 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/069110.json b/landing/lenses/069110.json index 630f2409f9d8bebcce44b7f98da8b09cb9a741ca..54979924b5d21c8d2c1a22d18f09b0a6e999fc73 100644 --- a/landing/lenses/069110.json +++ b/landing/lenses/069110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069140.json b/landing/lenses/069140.json index eb0658116e46e495de0588aaeaaad94a947663ea..f2b4086729a73d86ca170e7b72e30404e522d5c0 100644 --- a/landing/lenses/069140.json +++ b/landing/lenses/069140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 8.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 9.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069260.json b/landing/lenses/069260.json index 1cd505bc59d7dde3cc46a791c08b5d2f6120b1a2..d9b984f173d4d082c03be8c8afc57bf5a5843c93 100644 --- a/landing/lenses/069260.json +++ b/landing/lenses/069260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069330.json b/landing/lenses/069330.json index c51056fa653d159285dd7feb286a56f579b53ac0..c10875a1d6b7cc63124e23846dd78a432c8cdc33 100644 --- a/landing/lenses/069330.json +++ b/landing/lenses/069330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069410.json b/landing/lenses/069410.json index 80f86d94aaf3f7a20fb5cc7a6e2870de45661550..6ffb94ba8a32db9ec4abb4c33dba0d16052757e9 100644 --- a/landing/lenses/069410.json +++ b/landing/lenses/069410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069460.json b/landing/lenses/069460.json index e78814152228e450e6ee4b38153fa4476dd91a56..40e0a68c4a49a0ece798924248db979abda135c4 100644 --- a/landing/lenses/069460.json +++ b/landing/lenses/069460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-22", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-22", "period": null, "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-22", "period": null, "status": "observed", @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069510.json b/landing/lenses/069510.json index c11b188f72ef710117325752593b46b71c009090..aaeee9a636f82fa31eb9d553b2579415029a6b0d 100644 --- a/landing/lenses/069510.json +++ b/landing/lenses/069510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069540.json b/landing/lenses/069540.json index 8f48d46fee7533c3fc3eaf103f1d73176727b780..5370328553b8048e731a9d0a3d879faaa7a22948 100644 --- a/landing/lenses/069540.json +++ b/landing/lenses/069540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069620.json b/landing/lenses/069620.json index 8ed5975ebf55e974b43dc0da3d68e3a02a5f83ce..0ebecbfdd54bc8fad623e5ac62efe747460dacb7 100644 --- a/landing/lenses/069620.json +++ b/landing/lenses/069620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,7 +923,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1475,7 +1475,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1497,7 +1497,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1515,8 +1515,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/069640.json b/landing/lenses/069640.json index 51a3fdf33652a8b547fcda86a681ecf261aefa26..79111bcbfda84bcea7da4ef9dba46f079d0672d5 100644 --- a/landing/lenses/069640.json +++ b/landing/lenses/069640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069730.json b/landing/lenses/069730.json index 7ce123566839412d654a087593e90c8e17732c94..1a995f3ccc906040cf023cab3f316fa24fa37d5e 100644 --- a/landing/lenses/069730.json +++ b/landing/lenses/069730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069920.json b/landing/lenses/069920.json index 861c3ae40191ff578f4f43ec35eea0148de4493e..9278198828cb67ce51b2d8bb1b563c470c57c3f4 100644 --- a/landing/lenses/069920.json +++ b/landing/lenses/069920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 188.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 163.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/069960.json b/landing/lenses/069960.json index 075685d4d82cbd3a794b2c9e4dffa3a50cc2bc0a..84d2a8224a2a3805a60ef3beb515fbb740a6d426 100644 --- a/landing/lenses/069960.json +++ b/landing/lenses/069960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1502,12 +1502,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5de94532962e", + "target": "069960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/070080.json b/landing/lenses/070080.json index 74f49e495313663430fd59333b8aa6664980ea8b..1bb81afc8a438d556839b9566c3e8dfa8816629a 100644 --- a/landing/lenses/070080.json +++ b/landing/lenses/070080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1088,10 +1088,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1106,10 +1106,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070300.json b/landing/lenses/070300.json index 5d3c0e3b2b8a29383b51e220913c63d36ed69327..d18641b9a5978464f234081125aec8d850732fdd 100644 --- a/landing/lenses/070300.json +++ b/landing/lenses/070300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070590.json b/landing/lenses/070590.json index f05f630f103d82ca64bd59b631c432218d16fb19..af81eacdef4c462eb99a8e7c8459d0ded98f7751 100644 --- a/landing/lenses/070590.json +++ b/landing/lenses/070590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.46, + "grade": "dCR-BBB+", + "score": 21.46, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.2, + "score": 23.17, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,10 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1175,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1208,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/070960.json b/landing/lenses/070960.json index e42108872b01f7f13de846c3fb579865b79ade5b..d9d932ff1f8cdda5a50876e3183c52f3cec9b763 100644 --- a/landing/lenses/070960.json +++ b/landing/lenses/070960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071050.json b/landing/lenses/071050.json index 142970d26e4655a523f4bbe3b90c1087180a487f..9648afa003598a28ee37212ff370fb5485b2733d 100644 --- a/landing/lenses/071050.json +++ b/landing/lenses/071050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ac1a1382ec67", + "target": "071050", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/071090.json b/landing/lenses/071090.json index aa3f59ee0ea4d54f95305357ad29fb0d15ee8a6b..c54f419ead68c2b252daa0d0fd30a3244261bd1a 100644 --- a/landing/lenses/071090.json +++ b/landing/lenses/071090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071200.json b/landing/lenses/071200.json index 0aaa6ced3b2c2b4895e1a9a83f5a901f94a1601b..dd5fb0f8004da3778617ab5b677862af97f2ee9c 100644 --- a/landing/lenses/071200.json +++ b/landing/lenses/071200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071280.json b/landing/lenses/071280.json index 677947eef2782b3e91d80d7110d2834632f23be8..da3c5573c6f7317efcab81e582d3918ad0bffdb6 100644 --- a/landing/lenses/071280.json +++ b/landing/lenses/071280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071320.json b/landing/lenses/071320.json index f045abe804ef0bb241ca38aebaf98c2f80d8fd0e..1ca2446f5587c01ba0b0523711292bb56d91972e 100644 --- a/landing/lenses/071320.json +++ b/landing/lenses/071320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.34, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 23.34, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.34, + "grade": "dCR-BBB", + "score": 23.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.73, + "score": 24.73, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1519,7 +1514,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1541,7 +1536,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1559,8 +1554,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/071460.json b/landing/lenses/071460.json index 62eda0d6978db61ad7a347769bef619e95dbe659..ec211c65b86436dc8c91f0a9b715e7bf3c4de628 100644 --- a/landing/lenses/071460.json +++ b/landing/lenses/071460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071670.json b/landing/lenses/071670.json index 5e43163d28d4ce96a2194e5df00f63eea9f4c192..2b3fa9919e58e680c4bacc120d3f3fcb6fa44f05 100644 --- a/landing/lenses/071670.json +++ b/landing/lenses/071670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 22.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 25.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 175.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071840.json b/landing/lenses/071840.json index 37601c82f57634d2bbe69c37de196a6a76f68499..d15523c5b0893e5c88d986b7a421d590a5b58dd4 100644 --- a/landing/lenses/071840.json +++ b/landing/lenses/071840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071850.json b/landing/lenses/071850.json index d07308f97f9246bec3d53699139e96b28579a4b9..1c146fc635434b2be36584c4518e589c19458ada 100644 --- a/landing/lenses/071850.json +++ b/landing/lenses/071850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071950.json b/landing/lenses/071950.json index 8bb7c915a16b52c5c6bd743ec503ca78b19fc2ca..958371e01c7da5f173e5e76875134a79a32b6802 100644 --- a/landing/lenses/071950.json +++ b/landing/lenses/071950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "유동성 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 168.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 244.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-29", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/071970.json b/landing/lenses/071970.json index ea804c2630abccfa149bd3ca34b5a72a6d3a6292..937fffd8cb33886a395147a39508dc596144b580 100644 --- a/landing/lenses/071970.json +++ b/landing/lenses/071970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1553,12 +1553,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c379719d4464", + "target": "071970", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072020.json b/landing/lenses/072020.json index d0cac0909b726c820eddc9df49b323c98706fe22..b8a59757b29ef9bb95cc53d2a74355fb4c09be4b 100644 --- a/landing/lenses/072020.json +++ b/landing/lenses/072020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,18 +629,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-AAA", - "summary": "dCR 위험점수 2.97, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA+", + "summary": "dCR 위험점수 3.97, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -824,15 +824,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AAA", - "score": 2.97, + "grade": "dCR-AA+", + "score": 3.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.04, + "score": 4.04, "assumptions": { "scenarioStress": "moderate" } @@ -848,11 +848,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -920,7 +915,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.0, + "pdEstimate": 0.01, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1103,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072130.json b/landing/lenses/072130.json index 31aecb33fbc3b5e0e71862b3c8f124ad4ae6a8da..c4a08905e828bac0d9dfc0c3b29391d592557c9e 100644 --- a/landing/lenses/072130.json +++ b/landing/lenses/072130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072470.json b/landing/lenses/072470.json index f1a42132c477da65e8de93d486f92b89447e773c..e015ab76693507d23002f8230eb16d98de216db7 100644 --- a/landing/lenses/072470.json +++ b/landing/lenses/072470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.33%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1097,8 +1097,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,17 +1143,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,7 +1222,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1231,7 +1231,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,88 +1466,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:26bfb00d0fa3", - "target": "072470", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.415 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/072710.json b/landing/lenses/072710.json index a191ccbd9d42a16242d7aa5e5f8f85a93aa908dc..04dd7fdbb889c867b1f7dffa59ae5e52d7953557 100644 --- a/landing/lenses/072710.json +++ b/landing/lenses/072710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072770.json b/landing/lenses/072770.json index 0a56d1c1746507a95b7399d00d54accc67ee9ab7..f613b0557431edd28462c3dcc14030709a35994b 100644 --- a/landing/lenses/072770.json +++ b/landing/lenses/072770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", "status": "derived", @@ -1133,7 +1133,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-02", "period": "2025", "status": "observed", @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072870.json b/landing/lenses/072870.json index 36fcb6f9b709c9575b60c3b3e764c083200df87a..e61983149ae02d347b6105aef19fb6028b90bc26 100644 --- a/landing/lenses/072870.json +++ b/landing/lenses/072870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072950.json b/landing/lenses/072950.json index c7fa76aa5a3adc62915e032013653a7f85e3ec89..0edb4efbf276f64077769abbf62d3f21436040aa 100644 --- a/landing/lenses/072950.json +++ b/landing/lenses/072950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA", + "summary": "dCR 위험점수 7.69, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.7, + "grade": "dCR-AA", + "score": 7.69, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.96, + "grade": "dCR-AA", + "score": 7.87, "assumptions": { "scenarioStress": "moderate" } @@ -905,7 +905,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.02, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/072990.json b/landing/lenses/072990.json index 7c03809dd2f11ed5df19ff8411e5fb5c7a3424d2..095ba694001eff0990c8a74f9e6419c13781d5d1 100644 --- a/landing/lenses/072990.json +++ b/landing/lenses/072990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073010.json b/landing/lenses/073010.json index 2757f867a63964a09db199796e4f6b7833e7b29b..f8c0778fa59c87f708aa542d9d04b460f1b20860 100644 --- a/landing/lenses/073010.json +++ b/landing/lenses/073010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,7 +925,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 8.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 7.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073070.json b/landing/lenses/073070.json index cb852b8dd8fc61cc14c21614e9077779556d3c35..9a8e60405a5a187386b6eb0ab63f306d6a736f8d 100644 --- a/landing/lenses/073070.json +++ b/landing/lenses/073070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -46,10 +46,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -155,7 +155,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -202,7 +202,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -249,7 +249,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2016", @@ -296,7 +296,7 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2020", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2020", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2020", "period": "2020", "status": "derived", @@ -868,14 +868,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1142,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073110.json b/landing/lenses/073110.json index fa8b3c0247a0a7fc65ecfffa033c56b8cd3d4c66..8934d8b65b77988c218417b53fd9bea7320b493b 100644 --- a/landing/lenses/073110.json +++ b/landing/lenses/073110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073190.json b/landing/lenses/073190.json index 33a221ca99ee89e9ac89bc71ad8c0a7dd4ebd0b4..3604d7753bedd13f34fac07214bb5f20788e7884 100644 --- a/landing/lenses/073190.json +++ b/landing/lenses/073190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-19", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-19", "period": "2022", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-19", "period": "2022", "status": "observed", @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073240.json b/landing/lenses/073240.json index 38f5854ac8dcc3d278f87a3899f54b37e8958ea0..ab34de51c8de2bda5e28c3acbbb77de67c1f4095 100644 --- a/landing/lenses/073240.json +++ b/landing/lenses/073240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1505,12 +1505,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6b706740a3dc", + "target": "073240", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.522 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/073490.json b/landing/lenses/073490.json index e7ced8c7787ecdd06a5e2b823f28dc553014a667..fb2cffa9050cc7ed3f3a4b4f5823e441b262119e 100644 --- a/landing/lenses/073490.json +++ b/landing/lenses/073490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073540.json b/landing/lenses/073540.json index 6a0098ddcd03aa9de33a412c4588c52be43e1dbb..11fc780c744319f034832312a72ed29c6bce5b97 100644 --- a/landing/lenses/073540.json +++ b/landing/lenses/073540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 6.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,7 +1390,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1412,7 +1412,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1430,15 +1430,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/073560.json b/landing/lenses/073560.json index 667d6bb019af515aff115ba48b4cc97ce875fea4..e43b2e8fb3b9e26aa48edd22b33a2d7a90797c89 100644 --- a/landing/lenses/073560.json +++ b/landing/lenses/073560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073570.json b/landing/lenses/073570.json index 79bcf42907b2fa704d28cb2b7f13771b922d4adf..dfb016e76fb3e8742916f9d3ca2b254f8b6a64c7 100644 --- a/landing/lenses/073570.json +++ b/landing/lenses/073570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -889,10 +889,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -908,8 +908,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -921,8 +921,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -939,10 +939,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -952,7 +952,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1075,10 +1075,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1093,10 +1093,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1107,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/073640.json b/landing/lenses/073640.json index 896542d01fbccc40ba9b3a4f2477abbee9385467..d4c849f7ba7de2feddb368d4ed8e1f58338eac72 100644 --- a/landing/lenses/073640.json +++ b/landing/lenses/073640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074430.json b/landing/lenses/074430.json index b0bc6ac85c79089f4bea8ca8a419b2bf5fb3bb47..70b8565a092398be972ba14e2421a167842b2c77 100644 --- a/landing/lenses/074430.json +++ b/landing/lenses/074430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074600.json b/landing/lenses/074600.json index 489c2216db7a5de5c86827f1eb1e71a2267ba484..254fd45d0b6b289e887eff90f8eea3260a534023 100644 --- a/landing/lenses/074600.json +++ b/landing/lenses/074600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.73, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.73, + "grade": "dCR-BB+", + "score": 36.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.82, + "score": 37.57, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "자본구조 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.자본구조" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 60점으로 등급 하방 압력", @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/074610.json b/landing/lenses/074610.json index 7e9673718e07ccea84302beb915e3be0c0cc96d4..81e4fd4299e00c7c4ed9c70264d02f6a785f3855 100644 --- a/landing/lenses/074610.json +++ b/landing/lenses/074610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1388,7 +1388,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1410,7 +1410,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1428,7 +1428,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-29", "period": "2025", "status": "observed", diff --git a/landing/lenses/075130.json b/landing/lenses/075130.json index 5f24f6df00f26b014ab4b8d77ca58927dd9397b8..ec18899afa94a65d646f015b108fcb6bd8e9903e 100644 --- a/landing/lenses/075130.json +++ b/landing/lenses/075130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/075180.json b/landing/lenses/075180.json index 456192bcd1d03935d2950e3e5805ccc0033a099b..241644a65d63c2d31216bf967efdd8cbbe34dea7 100644 --- a/landing/lenses/075180.json +++ b/landing/lenses/075180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075580.json b/landing/lenses/075580.json index 073dbf79fb88dc428f2563f2189bd5f26a28e352..2b8d76ab47327da0411156f5fc82f0d659da31bb 100644 --- a/landing/lenses/075580.json +++ b/landing/lenses/075580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/075970.json b/landing/lenses/075970.json index ed4cc199cfa2c5e850da99814b04402e68febbdd..7f4bba378dba7f370274d01b7c8738d4963b182a 100644 --- a/landing/lenses/075970.json +++ b/landing/lenses/075970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076080.json b/landing/lenses/076080.json index 94bc0cc11797ed175ac1827a10772d2eee4ad31d..9fb72eb9dfa5cac6050ddfd0b383664b64714b51 100644 --- a/landing/lenses/076080.json +++ b/landing/lenses/076080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/076610.json b/landing/lenses/076610.json index 8b12f998653da74400f82204c779d56720d438ce..7109bc801cad8455cdd04721b692363d2e389d1b 100644 --- a/landing/lenses/076610.json +++ b/landing/lenses/076610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077360.json b/landing/lenses/077360.json index 89ba7d18fa00be0217c48d22663a9f57288a2a26..7d1264ec70c82c84cc2b48a65308516e45d718c9 100644 --- a/landing/lenses/077360.json +++ b/landing/lenses/077360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077500.json b/landing/lenses/077500.json index 91b703d910e17f509bbcc696c09b69105bbf3723..9da675f9a0f0b8f3500f52a74b9772a4371b5fe3 100644 --- a/landing/lenses/077500.json +++ b/landing/lenses/077500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/077970.json b/landing/lenses/077970.json index 509813b4da4463796c74685e5d6704946ef22caf..87a20de12e67dc61e6e875ab149f4b5a0f97f85f 100644 --- a/landing/lenses/077970.json +++ b/landing/lenses/077970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078000.json b/landing/lenses/078000.json index 52034a5dbc53e04685786072756643a60856733b..5235775c4622d0411607335a77c068c1b879c822 100644 --- a/landing/lenses/078000.json +++ b/landing/lenses/078000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078020.json b/landing/lenses/078020.json index f9570ceefc1a4baaa0d027cff095178357af8e25..98b29788faa469115bc25f79d846a66621bee783 100644 --- a/landing/lenses/078020.json +++ b/landing/lenses/078020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078070.json b/landing/lenses/078070.json index 034ce51201ca336a181b24ca925781bc22c9ba55..710f544fd4201152ce3a8ea020c956187eb26cc5 100644 --- a/landing/lenses/078070.json +++ b/landing/lenses/078070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078130.json b/landing/lenses/078130.json index dfaf38a6a57042831258559c9c84a36fc91ff76a..bab5ae18614dc5d8dd00421bb374a32785946f79 100644 --- a/landing/lenses/078130.json +++ b/landing/lenses/078130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,15 +1509,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/078140.json b/landing/lenses/078140.json index 03dd5565b5ca15c5a9f91aab239adbb863ca47f2..83cde0018840baec25b9ca248b148c35bea45f47 100644 --- a/landing/lenses/078140.json +++ b/landing/lenses/078140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078150.json b/landing/lenses/078150.json index 93d538c32af519fb78ac44a78b12d09ec886f46a..ef553d02fdcdfd1c84a62c27c7bffd6ac2cc7203 100644 --- a/landing/lenses/078150.json +++ b/landing/lenses/078150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1468,7 +1468,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1490,7 +1490,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1508,8 +1508,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/078160.json b/landing/lenses/078160.json index 766880584f87991e2a6d91f63bfd2b3ad4f7ec9c..b5156091517ec384f71de2bb09299360821ffaa2 100644 --- a/landing/lenses/078160.json +++ b/landing/lenses/078160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078340.json b/landing/lenses/078340.json index 048f6f5aa6d954158cf68b2682f2f6477fb4ac73..bf3d40fb1e1f38a80db7f3891951eb95e57a6ea0 100644 --- a/landing/lenses/078340.json +++ b/landing/lenses/078340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078350.json b/landing/lenses/078350.json index 9ceb8269d87bd74268ef77f2a85e2b6983f03261..8af9e76c0e61968b9291f39175501bd855a8ae9c 100644 --- a/landing/lenses/078350.json +++ b/landing/lenses/078350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078520.json b/landing/lenses/078520.json index e3cf1c2573f0fc8ac956a9053b72c863aa2fdcf9..55699d72bf2e84b526d0a8c3d4cca19d4510164b 100644 --- a/landing/lenses/078520.json +++ b/landing/lenses/078520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,15 +1049,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,17 +1128,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,13 +1201,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1216,7 +1216,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,12 +1451,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:073c65a66d3f", + "target": "078520", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.429 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/078590.json b/landing/lenses/078590.json index 0245100f0867da391e05fe0503cd1c1da6d1788e..979c04f348273206436c61611728b3f0b58fdcab 100644 --- a/landing/lenses/078590.json +++ b/landing/lenses/078590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -919,7 +919,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1256,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078600.json b/landing/lenses/078600.json index ebf4242d92c001c5979a0eb4b28a84453ccf5ee6..f2574168d53bafd36db5cd7e46506def03475971 100644 --- a/landing/lenses/078600.json +++ b/landing/lenses/078600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078860.json b/landing/lenses/078860.json index cf66d1ab77990cff9d74b4af8b0d79b9c0eed711..941b88f6dedbb4a4f724b3943abf04baee10a6f8 100644 --- a/landing/lenses/078860.json +++ b/landing/lenses/078860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078890.json b/landing/lenses/078890.json index 97edf85ab2f559c7cce4b6c1ae84e41ea64578f9..0d1968ae9a40994aa10e52a2fb45f36c862914b2 100644 --- a/landing/lenses/078890.json +++ b/landing/lenses/078890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/078930.json b/landing/lenses/078930.json index d71e680420839e1f51d1015b1fe55841a778d776..4718380e9d20661e1416d625348eb9e635602edd 100644 --- a/landing/lenses/078930.json +++ b/landing/lenses/078930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079000.json b/landing/lenses/079000.json index 01a2084d529dafe3ab397197a5a5cb209b866ac0..84cd5e1423635ccd91b0c1eb1a928ca7dd4a961a 100644 --- a/landing/lenses/079000.json +++ b/landing/lenses/079000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -941,8 +941,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -981,7 +981,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1095,10 +1095,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1113,10 +1113,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079160.json b/landing/lenses/079160.json index 4ee7d9f4d033914759b430e5503eef89551ee773..49d424a90859740a3c4c3f8bf94bd583bb0b5103 100644 --- a/landing/lenses/079160.json +++ b/landing/lenses/079160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079170.json b/landing/lenses/079170.json index 1682e7dcf6a5b03070e77993c1811821331e7169..55d400c8182e58ed20b8e357b066e6510a311362 100644 --- a/landing/lenses/079170.json +++ b/landing/lenses/079170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079190.json b/landing/lenses/079190.json index bf48d6813300080d36b761a95a80bbf0b28db340..401446a24a88b4fc38006b133c35df8d9ff4ac83 100644 --- a/landing/lenses/079190.json +++ b/landing/lenses/079190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079370.json b/landing/lenses/079370.json index 4ed541aa75ac9fd8df35ebd68c402e24d5c1faa6..48561b2c56e6d15846ce84a89f13cc0ec1213895 100644 --- a/landing/lenses/079370.json +++ b/landing/lenses/079370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.04, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.58, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.04, + "grade": "dCR-BBB-", + "score": 28.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.72, + "grade": "dCR-BBB-", + "score": 29.38, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.02%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079430.json b/landing/lenses/079430.json index ff54b48ed43dacf164093b653f0e8948961d5160..a386bf605fb1287645bb00badd259baece3b9613 100644 --- a/landing/lenses/079430.json +++ b/landing/lenses/079430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079550.json b/landing/lenses/079550.json index ba9997dcb2e9f389b2c0c3b5f923a92bd9cd6401..97d9f4f4714313f8c7e5a6a0b12d9ea94ee56b5c 100644 --- a/landing/lenses/079550.json +++ b/landing/lenses/079550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079650.json b/landing/lenses/079650.json index 633abebec37fbd6547db36d734dc03511dbe6912..27eb8e6cba5c952c3227a745a6c23a207d6a0959 100644 --- a/landing/lenses/079650.json +++ b/landing/lenses/079650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/079810.json b/landing/lenses/079810.json index 728eea3a203640d527f3c44d45c322de3392ea59..a8b5e92629b8395515b20cff20e50fdd4a6d7736 100644 --- a/landing/lenses/079810.json +++ b/landing/lenses/079810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079900.json b/landing/lenses/079900.json index 50230e8e07e4225f4e9862fbc24437e8b4ad6bf7..cf10fdb7f471e0ab00726944f2a1902053e67f12 100644 --- a/landing/lenses/079900.json +++ b/landing/lenses/079900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -700,15 +700,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1122,88 +1122,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a04b8e05304", - "target": "079900", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/079940.json b/landing/lenses/079940.json index c97d5a8dadc442b5d5dc151c74d758d845d4722f..d2cd896529607605f28403c05f9e2eaeb6281a1a 100644 --- a/landing/lenses/079940.json +++ b/landing/lenses/079940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079950.json b/landing/lenses/079950.json index de19f4fb73b6e5d7fc744c409e93c70c082ddaf6..f1f09fc0ea16929f3eba33f415ccf393b46a5e88 100644 --- a/landing/lenses/079950.json +++ b/landing/lenses/079950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079960.json b/landing/lenses/079960.json index 8661a81f30808d9966a1ac64811fe8fabb582c0c..ab325313f7f661cf8ecd4ba31c90cae2a92721b2 100644 --- a/landing/lenses/079960.json +++ b/landing/lenses/079960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/079970.json b/landing/lenses/079970.json index dfc28868782b18215b25441415f577b049f264dc..ee7673747cba59c5cc6707792755aae1b4dca264 100644 --- a/landing/lenses/079970.json +++ b/landing/lenses/079970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/079980.json b/landing/lenses/079980.json index eeb35fb4e89caeb583bc6039ef4bc2a7f176b9f5..263da9ed30d0744f01b388e806e517afd2e29deb 100644 --- a/landing/lenses/079980.json +++ b/landing/lenses/079980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 14.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 13.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,15 +1502,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/080010.json b/landing/lenses/080010.json index 679c03e3af9a4ab8ad252f3b70966fe0ab48b202..7ecda9c9550fbe8865a4261ef6f6571944be8444 100644 --- a/landing/lenses/080010.json +++ b/landing/lenses/080010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1660,88 +1660,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:caef7a4a241f", - "target": "080010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.953 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080160.json b/landing/lenses/080160.json index 372da226bf79dbf890a28e1ff3637ed426e5f5f2..98b69a91f117a3e391d4ca5ccca4883c3ffd1e75 100644 --- a/landing/lenses/080160.json +++ b/landing/lenses/080160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 3.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1053,15 +1053,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1667,88 +1667,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:8279ddd857c7", - "target": "080160", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.45 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080220.json b/landing/lenses/080220.json index a0855a80c03f5f2bba811ab9190b9318b4e3e779..1756caabc3a9073dcc14525145e2f15ed4511ad8 100644 --- a/landing/lenses/080220.json +++ b/landing/lenses/080220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080420.json b/landing/lenses/080420.json index 9c1b872d1ffde0cb686ec49ddca66a0847d7e69e..6c5cf248ad6064f99e3e2b2cf464d5dadcc489ba 100644 --- a/landing/lenses/080420.json +++ b/landing/lenses/080420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080470.json b/landing/lenses/080470.json index 989f408584cf6105855b70621fde78f73cdd8847..4875d6f1357630ab84ec7d987385b6b952d21fe2 100644 --- a/landing/lenses/080470.json +++ b/landing/lenses/080470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0bf176111996", + "target": "080470", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/080520.json b/landing/lenses/080520.json index 2866e7f8b4fdda3f4601d661efabb8d64ab96e7d..417d86d6779519e07a485cd5dab26faf51404d8c 100644 --- a/landing/lenses/080520.json +++ b/landing/lenses/080520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080530.json b/landing/lenses/080530.json index 11623a452b0273d717d6362880c6c4f34cf7c414..74b34ba22253c495b57ed104ce5adface86dbb34 100644 --- a/landing/lenses/080530.json +++ b/landing/lenses/080530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1470,7 +1470,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1492,7 +1492,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1510,8 +1510,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/080580.json b/landing/lenses/080580.json index 917f8cd4b0a51192e9647e9eb073d435689e9c49..9415adf974e56f2d7a61ab6b410b610ff9d1d0eb 100644 --- a/landing/lenses/080580.json +++ b/landing/lenses/080580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/080720.json b/landing/lenses/080720.json index 96657cd2b02b2f9fc65dbdee5855ed52d4a9a497..b4f85b335ef7a51ae66f44472ce5f3c319f1fe61 100644 --- a/landing/lenses/080720.json +++ b/landing/lenses/080720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-28", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-28", "period": "2025", "status": "derived", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-28", "period": "2025", "status": "observed", @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081000.json b/landing/lenses/081000.json index 7ed970b351f38e7332029e036223b80538afe464..b379ac6a9bcbf08a56aad15b6871e71760dada45 100644 --- a/landing/lenses/081000.json +++ b/landing/lenses/081000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081150.json b/landing/lenses/081150.json index aaa4299e5139f08a0bf37c5ae1231a3abd0462cd..c4e105c9822e5e21930d7fe1e8c45f960adab492 100644 --- a/landing/lenses/081150.json +++ b/landing/lenses/081150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 46점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1073,7 +1073,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081180.json b/landing/lenses/081180.json index 33fa84359f09785c8133979987c79c11658e99a7..15f9c89fabc7954346af51a0085d6f2ec80c2a40 100644 --- a/landing/lenses/081180.json +++ b/landing/lenses/081180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -451,14 +451,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -578,10 +578,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -610,8 +610,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -630,8 +630,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -650,7 +650,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -718,10 +718,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -737,10 +737,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -760,7 +760,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081580.json b/landing/lenses/081580.json index 0c045894a63d7efffd9f1948fb618b3a2ee25ff7..3cf1df87e731a9427a4416872b316f78bd3daff6 100644 --- a/landing/lenses/081580.json +++ b/landing/lenses/081580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/081660.json b/landing/lenses/081660.json index f53ef45d0bd2c332d7564a75e36aedea0855eec9..c1aa91e3332a79f86b609b3a164a41494d29f52e 100644 --- a/landing/lenses/081660.json +++ b/landing/lenses/081660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/081970.json b/landing/lenses/081970.json index e16f9c6d00090a0af99d359ed6c46f0ce0722160..a8f0119fceecfd47ef3803249423613f661ec3a6 100644 --- a/landing/lenses/081970.json +++ b/landing/lenses/081970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -639,10 +639,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -657,10 +657,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -671,7 +671,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -679,7 +679,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082210.json b/landing/lenses/082210.json index 926376e55abc41b27c7f6e9f3709632326e05d13..4167106538df8ef28cd60cc42069edddc9ab2a4d 100644 --- a/landing/lenses/082210.json +++ b/landing/lenses/082210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082270.json b/landing/lenses/082270.json index 1600727f1d70e2a8b6dfd1d27c3cfd5f366635de..1dbff96b5d59ac6a5bdf5af5033c07bdd40d72c1 100644 --- a/landing/lenses/082270.json +++ b/landing/lenses/082270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 105.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 104.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082640.json b/landing/lenses/082640.json index 1aa09570bd549767e03ac5f23cae404d894ffcda..365ecd763a3a4bd2f539b60b6d8a9df57115f414 100644 --- a/landing/lenses/082640.json +++ b/landing/lenses/082640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -291,13 +291,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -479,14 +479,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -606,10 +606,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-06", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -652,7 +652,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -672,7 +672,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-06", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", @@ -786,10 +786,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,7 +1122,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-06", "period": "2025", "status": "observed", diff --git a/landing/lenses/082660.json b/landing/lenses/082660.json index b84941a9b4bc4bf954a88a4a3e6a5b8d9260cf1a..01be3ec89802d7e80e451f94458bd9c2882a458f 100644 --- a/landing/lenses/082660.json +++ b/landing/lenses/082660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2024", "status": "derived", @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": "2024", "status": "observed", @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082740.json b/landing/lenses/082740.json index 3fdb9f38635d1d2f3a8de6a0eaf19d58e53d0b23..35ca264d061eadc66345228f01023b496f2d073a 100644 --- a/landing/lenses/082740.json +++ b/landing/lenses/082740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ }, "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1064,19 +1064,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082800.json b/landing/lenses/082800.json index c2372db7035e5465f9e055a17de317068f5e17a6..2f6d31b6c41ffa6174e7ac15d656eb7b311ffc4b 100644 --- a/landing/lenses/082800.json +++ b/landing/lenses/082800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 20.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 18.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fc59c5698ba9", + "target": "082800", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/082850.json b/landing/lenses/082850.json index 571e8a6a66620b0b73bcad7984b379fc3520287b..3a80c835f27bf053737f02add17effc964395227 100644 --- a/landing/lenses/082850.json +++ b/landing/lenses/082850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 51.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/082920.json b/landing/lenses/082920.json index 787025100a58818afede9cca15d0aecc601eb17e..4cc7a03657247797f53f4780329009c355a34958 100644 --- a/landing/lenses/082920.json +++ b/landing/lenses/082920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1545,7 +1545,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1567,7 +1567,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1585,15 +1585,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/083310.json b/landing/lenses/083310.json index e3a4b463242e688405de406903601bd0b9c1ad9e..80c8af180c6d635a85b14c63d2cfb4365e405bfe 100644 --- a/landing/lenses/083310.json +++ b/landing/lenses/083310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083420.json b/landing/lenses/083420.json index afbed6c29a33bf17da44f226e3f63617bc850ebd..53550b54d7c467f77f972360ccf93f0973ce986e 100644 --- a/landing/lenses/083420.json +++ b/landing/lenses/083420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083450.json b/landing/lenses/083450.json index cd886f49877f03819756779a79aa69ae11c3b662..55e94aac1169056298559e03d5b271b33928ccbb 100644 --- a/landing/lenses/083450.json +++ b/landing/lenses/083450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1610,7 +1610,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1632,7 +1632,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1650,15 +1650,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/083470.json b/landing/lenses/083470.json index 5be4af11cb049a7124d9d97c1a05520f4ab7749f..4622d17af7ce17963910c097a3ba112d941eea49 100644 --- a/landing/lenses/083470.json +++ b/landing/lenses/083470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.90, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 17.90, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.9, + "grade": "dCR-A-", + "score": 17.9, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.47, + "grade": "dCR-A-", + "score": 18.47, "assumptions": { "scenarioStress": "moderate" } @@ -917,11 +917,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,15 +1063,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083500.json b/landing/lenses/083500.json index 4201252304d79558d9a7b40e74973700904fa17a..2bbf8e2bb400b78601ebf65f153ff6042d16029c 100644 --- a/landing/lenses/083500.json +++ b/landing/lenses/083500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083550.json b/landing/lenses/083550.json index b8303014d2e1ebea5e689c8b38dad16576402621..fd9b059ff2b3797753c555c5b68af3897143c723 100644 --- a/landing/lenses/083550.json +++ b/landing/lenses/083550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,13 +1209,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083640.json b/landing/lenses/083640.json index 4b1cdd4737903e28278627797606cef870c48a3a..e158056f8480a2c208af346557f8d185b1ebf430 100644 --- a/landing/lenses/083640.json +++ b/landing/lenses/083640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083650.json b/landing/lenses/083650.json index b6be4335bf6ebf2881242c6a909431f609c36500..4af45f83a1dd5a948eca61f76c31cbaffd0d10dd 100644 --- a/landing/lenses/083650.json +++ b/landing/lenses/083650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 6.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1669,7 +1669,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1691,7 +1691,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1709,8 +1709,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/083660.json b/landing/lenses/083660.json index 474a9061621aa011436bc64e8e7ca1eb3133a157..e265cce53349ebb50dcf45c01837a567404d5af5 100644 --- a/landing/lenses/083660.json +++ b/landing/lenses/083660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 75.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083790.json b/landing/lenses/083790.json index b6a9df7f05e7e669f3a95649c3ff28ae769caad1..3ee2d8abd794c0936a5e885573cfba384778d8d9 100644 --- a/landing/lenses/083790.json +++ b/landing/lenses/083790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/083930.json b/landing/lenses/083930.json index 07b39f827ec0283cea4b392b582d2d7f07b3e626..903a601da05b6130af310f9f84dae6258459ad63 100644 --- a/landing/lenses/083930.json +++ b/landing/lenses/083930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8a1a588ac385", + "target": "083930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/084010.json b/landing/lenses/084010.json index a19863818fd1684cf26bec9137290d053c323e55..92b287479ac29231fa25c6da174e8c100f79902a 100644 --- a/landing/lenses/084010.json +++ b/landing/lenses/084010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084110.json b/landing/lenses/084110.json index 3b5e1d7f0a3b7370a93fdde6a6bbcf5ba904daf3..4216bdcf7cfa2de7fbcad4b2975945e55e22479a 100644 --- a/landing/lenses/084110.json +++ b/landing/lenses/084110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084180.json b/landing/lenses/084180.json index 56263fe6375f9a0f77ec40a52b8b29e367055de3..c77ce8a2de84c5a6385a630e63ef70e611a9451b 100644 --- a/landing/lenses/084180.json +++ b/landing/lenses/084180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -553,13 +553,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ }, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 99.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.73%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-30", "period": "2025", "status": "derived", @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-30", "period": "2025", "status": "observed", @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084370.json b/landing/lenses/084370.json index b2ae53e6c4af8d18e2daa72d24af69ddab6bf375..e59cfc712e56adf96813181fa24209ae38e96864 100644 --- a/landing/lenses/084370.json +++ b/landing/lenses/084370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084440.json b/landing/lenses/084440.json index cafe8ca0265a7ab2670e11a261b8c7d34a0818fd..cee5e9e8a10448c59310b9d260059841400222f7 100644 --- a/landing/lenses/084440.json +++ b/landing/lenses/084440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -912,10 +912,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -945,7 +945,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1036,7 +1036,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1092,10 +1092,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1111,10 +1111,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084650.json b/landing/lenses/084650.json index e271c705d39a012ad27c6c8f79a4a315dc56f2f3..6c872fc8c55c4a5ea30f13ddb6116dbd0955b239 100644 --- a/landing/lenses/084650.json +++ b/landing/lenses/084650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084670.json b/landing/lenses/084670.json index 46021f66b9950a249ac363df9bbb46de4da21423..d2c8265ade557dd078b9527795f8f91ca72bb385 100644 --- a/landing/lenses/084670.json +++ b/landing/lenses/084670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084680.json b/landing/lenses/084680.json index 3811a3a122bd853d1cf0cda69e8e01e0d592c40d..db8ce58737b1084b06cd1e1af398bca9ecdf6551 100644 --- a/landing/lenses/084680.json +++ b/landing/lenses/084680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -841,7 +841,7 @@ }, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.55%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084690.json b/landing/lenses/084690.json index 081f6a25b722f5fc5a59ddbc4c3f4f3c799aff5f..c52233109bcbbb643a66b1ce9e4f258876efcbf0 100644 --- a/landing/lenses/084690.json +++ b/landing/lenses/084690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -989,10 +989,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084730.json b/landing/lenses/084730.json index 94a5f940f9f6e9e4a13c254aac73a72d4eb11267..54106d2bcd5bebf95d6dac87d7477d650f34a2e0 100644 --- a/landing/lenses/084730.json +++ b/landing/lenses/084730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084850.json b/landing/lenses/084850.json index e1f7911c56985d9021411c11cd1166ae1e2232d5..96947c73f3b3a9d6efff8dba86e662d3313e0a63 100644 --- a/landing/lenses/084850.json +++ b/landing/lenses/084850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -881,7 +881,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 81점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.6점 하향 (PD 883.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 1051.98%). 최근 주가 하락이 반영된 결과", "D/EBITDA 44.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084870.json b/landing/lenses/084870.json index 97db45fb1c77f9f3965273f98df7b176b3bbb587..cac8a8e38e093d7d90c8823168d870ee7c3e35a6 100644 --- a/landing/lenses/084870.json +++ b/landing/lenses/084870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/084990.json b/landing/lenses/084990.json index 0260ae88d1a63440541e2b9325f07ddc80ee8de2..d16b2cba9beeb175ee8b605bcac05b7de9be6510 100644 --- a/landing/lenses/084990.json +++ b/landing/lenses/084990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -903,19 +903,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -936,8 +936,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,17 +982,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1055,13 +1055,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085310.json b/landing/lenses/085310.json index f03aab5350d25c6b0fe223f84b8cec56ca29065d..9968eb8839710f92dbbdbc1b3417c3034ccaa6c6 100644 --- a/landing/lenses/085310.json +++ b/landing/lenses/085310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085620.json b/landing/lenses/085620.json index f8cd8ad071fa3e59d10273b8e1af60d7e10989a5..acea046ce512347fa2388b1ec107de3a2c01c552 100644 --- a/landing/lenses/085620.json +++ b/landing/lenses/085620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -636,8 +636,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -649,7 +649,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -669,8 +669,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -689,10 +689,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -702,7 +702,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -727,7 +727,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085660.json b/landing/lenses/085660.json index abe52e551cfb2f993a69f9e1c70c240c6d90edd0..db7599a666c6fd0bb32fb70db4c07f63368352ca 100644 --- a/landing/lenses/085660.json +++ b/landing/lenses/085660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085670.json b/landing/lenses/085670.json index a2f9b6c39aa32055bce3cad0cd38e44edf820bb3..b54ec6790304aa0426934485fee4e0af366c2c4b 100644 --- a/landing/lenses/085670.json +++ b/landing/lenses/085670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/085810.json b/landing/lenses/085810.json index ed6471f083c5b4669165c5d67e871d9c69fbfb72..72ac9d32b5cb572c3153d23c24060b3058fdb6ee 100644 --- a/landing/lenses/085810.json +++ b/landing/lenses/085810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -152,7 +152,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -388,13 +388,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -606,14 +606,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -766,7 +766,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -779,7 +779,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -799,8 +799,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -821,8 +821,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -832,7 +832,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -857,7 +857,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -932,10 +932,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -955,7 +955,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -963,7 +963,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1194,7 +1194,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1212,15 +1212,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/085910.json b/landing/lenses/085910.json index 371b37058175e1bda1e44eb702de1ca8965358f5..ee94afa7c4cb2c377110797a268ebc5776bb5335 100644 --- a/landing/lenses/085910.json +++ b/landing/lenses/085910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,13 +1207,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086040.json b/landing/lenses/086040.json index 90ac73eb59433e27f61d0257c1605b4ddc1e9110..1427c706d4545d5f4af7b6a1f62cd46442213237 100644 --- a/landing/lenses/086040.json +++ b/landing/lenses/086040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 26.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086060.json b/landing/lenses/086060.json index da80a8db6c35058a5ee95eb1cb9709d5b16f9635..e2d88f16c89fa8df0cb578f18a59c45b94e28a14 100644 --- a/landing/lenses/086060.json +++ b/landing/lenses/086060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086220.json b/landing/lenses/086220.json index 14dd7446eccb3c322445e33fbae1635bc5beb97a..7da1c07af006699a7de4c050ebc86ad43014a897 100644 --- a/landing/lenses/086220.json +++ b/landing/lenses/086220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -46,10 +46,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086280.json b/landing/lenses/086280.json index e3c8604aa1623f0d739bfcd6671bec41d7c97a03..dbc8ffe37453659ffab63a9980c348cb11c0ff05 100644 --- a/landing/lenses/086280.json +++ b/landing/lenses/086280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1558,7 +1558,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1580,7 +1580,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1598,15 +1598,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/086390.json b/landing/lenses/086390.json index 828ba68f5a83bf8150fc0005c0cd730744a10f76..8df5c83223c7054e5f418293d16efc2e803131bb 100644 --- a/landing/lenses/086390.json +++ b/landing/lenses/086390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086450.json b/landing/lenses/086450.json index 5fe3668c17c2f00df31ba80ef8451c61381359e6..6933a0b74afe1fdda0edf8fcb7fb24f20410760e 100644 --- a/landing/lenses/086450.json +++ b/landing/lenses/086450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086520.json b/landing/lenses/086520.json index 6280c8cc6ddcde80a5bea9dfe08f3bad94a9f82b..16a020c63019a64fd703612f98f124fff9119c56 100644 --- a/landing/lenses/086520.json +++ b/landing/lenses/086520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 6.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086670.json b/landing/lenses/086670.json index 6815b297608e8e53a6d4f13d68a1944208813456..ea41e8abbc0fb36f2f0b754972d3759fc6d0702e 100644 --- a/landing/lenses/086670.json +++ b/landing/lenses/086670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086710.json b/landing/lenses/086710.json index b90df7cacaef03f380e9b819e7a1372576354a93..a040f4053f40c10cc0765940fb604cac81e93bdd 100644 --- a/landing/lenses/086710.json +++ b/landing/lenses/086710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086790.json b/landing/lenses/086790.json index 071e1c0cdef7dd52c3a812c32a6ca10d78b52935..40fb9633ac3b6ac09d2cddf9d98b943c4d6a29c0 100644 --- a/landing/lenses/086790.json +++ b/landing/lenses/086790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -340,14 +340,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -467,10 +467,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -486,8 +486,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -499,8 +499,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -517,10 +517,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -530,7 +530,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -539,7 +539,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -607,10 +607,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -626,10 +626,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086820.json b/landing/lenses/086820.json index 5d58c702ebb1425465b1c34f4bab58bf27327e7f..81c244895dda10e5b48fd5e39a6f27f3740cb56c 100644 --- a/landing/lenses/086820.json +++ b/landing/lenses/086820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 5.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 6.03%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086890.json b/landing/lenses/086890.json index 62f6692d542c326abd2444b6cc951adfae33e81a..200a8a029af997b0317181404cb1bb831bf417e8 100644 --- a/landing/lenses/086890.json +++ b/landing/lenses/086890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1018,8 +1018,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,10 +1126,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1145,10 +1145,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086900.json b/landing/lenses/086900.json index 4787e3742cb50de76bb702ebd86d32c6224cfd31..2adf215398bfa4fc09288b699cde4b55a6694996 100644 --- a/landing/lenses/086900.json +++ b/landing/lenses/086900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086960.json b/landing/lenses/086960.json index 7386a7bdf8710abb9cbae3b35d967299ccb7c7a8..068399b45e91570156a05081bc3f93161558bd7f 100644 --- a/landing/lenses/086960.json +++ b/landing/lenses/086960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/086980.json b/landing/lenses/086980.json index a3070787df56c95c85934a7a0d636d5813ea5a5e..70a9a6f88d3ef6017700e780b584a5efd6510509 100644 --- a/landing/lenses/086980.json +++ b/landing/lenses/086980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087010.json b/landing/lenses/087010.json index fb13f44aa5718c9f74edbe255c2d65f9ffb769b0..b67769d78d951c5aa7af4139de69db7c789f7edc 100644 --- a/landing/lenses/087010.json +++ b/landing/lenses/087010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -554,13 +554,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087260.json b/landing/lenses/087260.json index c969a6cac7ad0840c2863a81240e801be34349a6..387472e7d3e1cb4a382587f125d8c0bda4f4c8cd 100644 --- a/landing/lenses/087260.json +++ b/landing/lenses/087260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-20", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-20", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-20", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/087600.json b/landing/lenses/087600.json index 88acbd842e845ac6db6cb226fdcbca4aab7c8733..09b48bf821eaaff3d157688122736d19ac754a48 100644 --- a/landing/lenses/087600.json +++ b/landing/lenses/087600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 7.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 8.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,10 +1104,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088130.json b/landing/lenses/088130.json index a146a31b1b4eebb7effb0e2aeac3f4460b046ff5..1eca3cb0b3c605d2e3ee8843bb69e5dd72e833fa 100644 --- a/landing/lenses/088130.json +++ b/landing/lenses/088130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088260.json b/landing/lenses/088260.json index a37024b3b5b37b42333009f114786e9e6ed2d6de..72ac50c0ecb935345cd4e558c81d6fd82e55051c 100644 --- a/landing/lenses/088260.json +++ b/landing/lenses/088260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -367,19 +367,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -393,8 +393,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -406,7 +406,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -426,8 +426,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -438,17 +438,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -458,7 +458,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -475,7 +475,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -515,7 +515,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -524,7 +524,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -537,10 +537,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -583,10 +583,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -601,10 +601,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -639,7 +639,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -655,7 +655,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088280.json b/landing/lenses/088280.json index 5132a03240888fe7e6787412dc0d34782eeb39c3..114345ed2d62233da76a0d3103521dadac71327b 100644 --- a/landing/lenses/088280.json +++ b/landing/lenses/088280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088290.json b/landing/lenses/088290.json index 4128232e1d4a08b42b65948858313b9874e4ec5b..c7aed76bc2147e19bcd3404d25045191a6fea18f 100644 --- a/landing/lenses/088290.json +++ b/landing/lenses/088290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 5.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088340.json b/landing/lenses/088340.json index d95f4f8f14c162bb193183ef96146f3eb63a6aa2..78773a4ccbeeec119fbf12d5c81f5690875f1b24 100644 --- a/landing/lenses/088340.json +++ b/landing/lenses/088340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -554,7 +554,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -696,19 +696,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088350.json b/landing/lenses/088350.json index 9035cac665f5d580c42bb32e61ba3d4e14d0f3c9..52fd2eb213150742e4c78f4b72714aaee00260c1 100644 --- a/landing/lenses/088350.json +++ b/landing/lenses/088350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -360,13 +360,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -758,8 +758,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,10 +896,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -914,10 +914,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -928,7 +928,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -968,7 +968,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088390.json b/landing/lenses/088390.json index 2107d7d39088ec60cde7b6f2c88b6f8cd34d0ef9..183d6f10d8e618571e072d18ad28ee864b12f773 100644 --- a/landing/lenses/088390.json +++ b/landing/lenses/088390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1351,7 +1351,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088790.json b/landing/lenses/088790.json index 960d03705201d5a685818d804c38d7e3cc3441cd..5879c02d5c21ceb8b18702a90f0b277b8e82db55 100644 --- a/landing/lenses/088790.json +++ b/landing/lenses/088790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/088800.json b/landing/lenses/088800.json index 5bc239845b842932faa536acbe180ac282d9793e..424aa5408ce56c9771a7ae3173ef02f011a3b340 100644 --- a/landing/lenses/088800.json +++ b/landing/lenses/088800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 44.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/088910.json b/landing/lenses/088910.json index 79fb9d0d45d34fe8ed6329c2bdebcdde8cbd32e5..09c1a378c8558ae73b1d0b75d49410e833fc35df 100644 --- a/landing/lenses/088910.json +++ b/landing/lenses/088910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1567,7 +1567,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1589,7 +1589,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1607,8 +1607,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/088980.json b/landing/lenses/088980.json index fa59ff8d23231fb8687e17d0f6a3c1082468bf69..0fc7e75b66b169e7c362e36fadc20f582777d697 100644 --- a/landing/lenses/088980.json +++ b/landing/lenses/088980.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/089010.json b/landing/lenses/089010.json index 88990119a40655a2179558f9dbbf32bd17eb8067..2df975f42f578a1feefaa88dd30795c6f11ea213 100644 --- a/landing/lenses/089010.json +++ b/landing/lenses/089010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 12.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 17.90%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089030.json b/landing/lenses/089030.json index 12d4baa453af78155874ca1c1541fed42ab428e0..d00680c384509d387c4f775e14771073a6fecb46 100644 --- a/landing/lenses/089030.json +++ b/landing/lenses/089030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 16.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 16.75%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089140.json b/landing/lenses/089140.json index 16ce974248ae291ea486da55b4b1ef25cb3d0488..1b7f131c1e9130e51c430839232c98c21c72cad1 100644 --- a/landing/lenses/089140.json +++ b/landing/lenses/089140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089150.json b/landing/lenses/089150.json index 8316a9ef61914328184f646cfebb9ead765788b5..9b8eadf8c1aec8188ab92394afad195ed5b258ac 100644 --- a/landing/lenses/089150.json +++ b/landing/lenses/089150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 72점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-19", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-19", "period": null, "status": "derived", @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-19", "period": null, "status": "observed", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089230.json b/landing/lenses/089230.json index 4f6171232ecdd4113502837412a120098fe76749..d5337b663c33eb097cba93226f6b990a55265435 100644 --- a/landing/lenses/089230.json +++ b/landing/lenses/089230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089470.json b/landing/lenses/089470.json index eb2ecdcf8b22f666ed66e04f55c79ec955651961..526b782479b11498405d4fd57f281a9f45420fc8 100644 --- a/landing/lenses/089470.json +++ b/landing/lenses/089470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -616,13 +616,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -741,7 +741,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,7 +1602,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1624,7 +1624,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1642,15 +1642,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/089590.json b/landing/lenses/089590.json index e3f2e2e4e67f60f78172a5601acae6b8256b8622..06e58febe39e2dac38359e8eef7af63414c46aef 100644 --- a/landing/lenses/089590.json +++ b/landing/lenses/089590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 58.38, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 55.27, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 58.38, + "score": 55.27, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 58.53, + "score": 55.44, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089600.json b/landing/lenses/089600.json index 47c1eefbb68a24d872530f6453753be318d8015c..747b9a7553360cbd87cdb46654b859e57f04fe50 100644 --- a/landing/lenses/089600.json +++ b/landing/lenses/089600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089790.json b/landing/lenses/089790.json index f95e077f5e1d102ea6eaa5d76b94697f942c8460..758feb1fb8071ad1e5788ebd12901ed9a563cf0a 100644 --- a/landing/lenses/089790.json +++ b/landing/lenses/089790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089850.json b/landing/lenses/089850.json index 1a3d6c25f224e99bd2903fc4d4a0a2ace1951736..7ecde22f554f20af46c9c6a121264921753afa61 100644 --- a/landing/lenses/089850.json +++ b/landing/lenses/089850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089860.json b/landing/lenses/089860.json index 3daf7a28415b11a26f52f20a1a543551a8321204..f86a82996609f124117870d43b6f58f818605bf3 100644 --- a/landing/lenses/089860.json +++ b/landing/lenses/089860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -567,13 +567,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089970.json b/landing/lenses/089970.json index 6e0454637afcb8e688258d0e62532064ca52a28f..437ea677c61993751183ffd4cf8085c7ef2a1eaa 100644 --- a/landing/lenses/089970.json +++ b/landing/lenses/089970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/089980.json b/landing/lenses/089980.json index c7d50ebb1334623b8f13ff1eca735a2e85c1585e..cc7760e2a23b1cad802f65e7295879a7011d9653 100644 --- a/landing/lenses/089980.json +++ b/landing/lenses/089980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090080.json b/landing/lenses/090080.json index 120d13f06732ab0c3012c02cc393e1050fe69fad..cfb15c5bed166218de41d80a8921e3c167329793 100644 --- a/landing/lenses/090080.json +++ b/landing/lenses/090080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090120.json b/landing/lenses/090120.json index 79f6671f3705d70dd2a9a1e64f05e57d9bd168e0..e925d34b7ffd7d53ee22fdf6dd5a49ef3993e497 100644 --- a/landing/lenses/090120.json +++ b/landing/lenses/090120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090150.json b/landing/lenses/090150.json index 9fcece477d8d8f95c558f5ebf331f3276ec734cd..9f3e4228c58d32abf2bcc92f971ed48a2cb8b788 100644 --- a/landing/lenses/090150.json +++ b/landing/lenses/090150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1605,7 +1605,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1627,7 +1627,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1645,8 +1645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/090350.json b/landing/lenses/090350.json index 74dca94ed92f9ad24d512e9a804d1e574bcf669c..86389d29c8a9e49e226c169593e2fea0bd7ed0b6 100644 --- a/landing/lenses/090350.json +++ b/landing/lenses/090350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.81, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.53, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.81, + "score": 10.53, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 14.2, + "grade": "dCR-A+", + "score": 11.83, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -914,7 +909,6 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1102,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1180,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090360.json b/landing/lenses/090360.json index 635ecf01fcca5ca34b52182ed354ac861d0db47f..ad8e9e67c7fbb413e2cbf3c0412eecaa7f4b0220 100644 --- a/landing/lenses/090360.json +++ b/landing/lenses/090360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090370.json b/landing/lenses/090370.json index 4e42c561e1afc45eb3263ed87c2b87a6839b7365..08aca26cd64392eb2ab7d4d7c252349048f4a874 100644 --- a/landing/lenses/090370.json +++ b/landing/lenses/090370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 17.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090410.json b/landing/lenses/090410.json index f087b8b599d34a52ea6ae0cc1bb8e96143c92600..2f4b52a705d687d8b3b174f678e7528c28b0eadb 100644 --- a/landing/lenses/090410.json +++ b/landing/lenses/090410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 12.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", "D/EBITDA 646.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1055,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1134,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1213,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1222,7 +1222,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090430.json b/landing/lenses/090430.json index 48f4b881d76cdf0afc28b734fc851a974600ad4d..4a5ea1b137680b7f06eafc7e8e1ff7bfeac87ad9 100644 --- a/landing/lenses/090430.json +++ b/landing/lenses/090430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090460.json b/landing/lenses/090460.json index a841d9a0f058024fc6d532fd68ae6f3cf3d4a0d7..482a07e11327b4032d88ab5237c8b997801f69f2 100644 --- a/landing/lenses/090460.json +++ b/landing/lenses/090460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090470.json b/landing/lenses/090470.json index 863700062ddc8be4dfeef3a0a9c8c8b9dea3af40..6e5d07477a3f42d65c4747d23e39312d1c9fa57f 100644 --- a/landing/lenses/090470.json +++ b/landing/lenses/090470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.04, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 36.79, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.04, + "grade": "dCR-BB+", + "score": 36.79, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 39.49, + "score": 37.24, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1058,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1216,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1225,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090710.json b/landing/lenses/090710.json index 438aee3664ffb9250dfddd9699a8fc10486fd81e..fd823a32e77be86fed44b0e80d4924fe669ef485 100644 --- a/landing/lenses/090710.json +++ b/landing/lenses/090710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 15.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090740.json b/landing/lenses/090740.json index 16bc7efd89d24ac15c9c8d08f3fe20ad22698d2e..85cf1bddef04424c28b94bca71dbde617af7222a 100644 --- a/landing/lenses/090740.json +++ b/landing/lenses/090740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/090850.json b/landing/lenses/090850.json index 41d72524aa5a206e786d95700d23192b8bb2690a..0ae3a1963e90db2dfc8cbc9bad74996a5339816b 100644 --- a/landing/lenses/090850.json +++ b/landing/lenses/090850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1348,7 +1348,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091090.json b/landing/lenses/091090.json index fb43b8b4b14e861ff04b00b541f7303854674704..339337fb7d75ab98d4f7f61253868918158ff0db 100644 --- a/landing/lenses/091090.json +++ b/landing/lenses/091090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,10 +1242,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1260,10 +1260,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091120.json b/landing/lenses/091120.json index 092cdf16449f9f163df2ade339d9d0e9be6b6a13..f609ade2428b999549c01ca4d0bb1a7a47231a43 100644 --- a/landing/lenses/091120.json +++ b/landing/lenses/091120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 13.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ff8d8e467054", - "target": "091120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.543 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/091340.json b/landing/lenses/091340.json index dc9da4d1d5211af5fbcdbd7d81f5098ddf1e38da..18b5d14c58b95d9a88581c3adfd2cfda3f87f1da 100644 --- a/landing/lenses/091340.json +++ b/landing/lenses/091340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 23.49, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.49, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 23.49, + "grade": "dCR-BBB+", + "score": 21.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.68, + "score": 22.68, "assumptions": { "scenarioStress": "moderate" } @@ -837,6 +837,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -904,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -922,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1284,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1330,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091440.json b/landing/lenses/091440.json index 3985b9ceb5dfafd4af8ee5f6e2610b1f5772f72a..aa1a7f82304e8af3fe2fe31a464809129d3a69b8 100644 --- a/landing/lenses/091440.json +++ b/landing/lenses/091440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091580.json b/landing/lenses/091580.json index 7dde30c3ad3ad7a2e521b22dc0cca0b6023173de..bc652e8eb0fe097ddff12bf5e7acb096afa9d391 100644 --- a/landing/lenses/091580.json +++ b/landing/lenses/091580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091590.json b/landing/lenses/091590.json index 306b84aabcc648cc0ec982d9b5304281536056da..22e681d752e93509c94b01f55751d07ebf080119 100644 --- a/landing/lenses/091590.json +++ b/landing/lenses/091590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091700.json b/landing/lenses/091700.json index 49224031bd6a90d7f32e4e7924f46a9ce268553a..377c5ecf65ae49962908487b07241d825591bcf1 100644 --- a/landing/lenses/091700.json +++ b/landing/lenses/091700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091810.json b/landing/lenses/091810.json index 0eef5f61db282424fd5e674a918087603fb41949..7839c2324668a7e8d748e282fd33e2f7d1a54f92 100644 --- a/landing/lenses/091810.json +++ b/landing/lenses/091810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 199.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 213.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,19 +969,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,17 +1048,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,7 +1127,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1136,7 +1136,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/091970.json b/landing/lenses/091970.json index d964285c65ffdcae44495f6990702296ca170410..d209cda7bbc6d4dac8009a5f9a0cccf049505067 100644 --- a/landing/lenses/091970.json +++ b/landing/lenses/091970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092040.json b/landing/lenses/092040.json index acff3050958bf5cb8b2667d6caf993953b74863b..f7d7fffe1f08cc6025aec7ce3afcce85e1323328 100644 --- a/landing/lenses/092040.json +++ b/landing/lenses/092040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 233.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 229.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092070.json b/landing/lenses/092070.json index 3fce6eb3bdc9ade1698fe93ffc396c0757eb9a7a..8f3964fe603051011260fdc7cefe8d4311a38e13 100644 --- a/landing/lenses/092070.json +++ b/landing/lenses/092070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092130.json b/landing/lenses/092130.json index 2dae8b74665d688a86b6f2995c8f0fee093532f7..4181cbf8b6f3ab462317448a53c695b34d816258 100644 --- a/landing/lenses/092130.json +++ b/landing/lenses/092130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092190.json b/landing/lenses/092190.json index 077571601e137d17ce335a1527f9883aabbbd003..73c025c155511ca85dff9d8d522282b8d8929599 100644 --- a/landing/lenses/092190.json +++ b/landing/lenses/092190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,18 +592,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 35.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -788,14 +788,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 35.33, + "score": 33.33, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 35.98, + "score": 33.98, "assumptions": { "scenarioStress": "moderate" } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1024,15 +1024,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -1057,8 +1057,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,7 +1182,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1191,7 +1191,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,12 +1426,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ae04456b21ed", + "target": "092190", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.204 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092200.json b/landing/lenses/092200.json index ea5673164104becab74939bf6f0b8a25af194e71..be869cd088eb0d346c221f8218047a5aec3e9b90 100644 --- a/landing/lenses/092200.json +++ b/landing/lenses/092200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 21.74%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092220.json b/landing/lenses/092220.json index 7494dd09ab94b3ae5a0056b5c730f85e325456cd..79ff9a3969b13e13163f792c9d01cfe625153669 100644 --- a/landing/lenses/092220.json +++ b/landing/lenses/092220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092230.json b/landing/lenses/092230.json index 35b5a86fd88428424522847ef5b8fbe1c022a36e..cf2df7896b41ede56a56124a5c8146fe6d087d54 100644 --- a/landing/lenses/092230.json +++ b/landing/lenses/092230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1338,7 +1338,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092300.json b/landing/lenses/092300.json index 38f0c294238f4aeaa6ecd8ab0a52956c8f612af2..09fadbb799f484690f0975e80a96138e7468705e 100644 --- a/landing/lenses/092300.json +++ b/landing/lenses/092300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092440.json b/landing/lenses/092440.json index c765b0790eff10d70abf1844503e0927d2d37eb9..20500218650aa31a7ea991af314a4d8bf8eccc2e 100644 --- a/landing/lenses/092440.json +++ b/landing/lenses/092440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,19 +1041,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,17 +1120,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,7 +1199,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1208,7 +1208,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092460.json b/landing/lenses/092460.json index c385fa0d48c104230327713003dd526e26cdf975..396cb83d4b47efaad586ddcacd89f1276b1c5ed0 100644 --- a/landing/lenses/092460.json +++ b/landing/lenses/092460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092600.json b/landing/lenses/092600.json index ea13524bcb6ad95f8dbd321b12dc459be956b190..51e42154e5af588556ba784cb7e6894790ec5856 100644 --- a/landing/lenses/092600.json +++ b/landing/lenses/092600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "divergenceExplanation": [ "현금흐름 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 13.36%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1053,8 +1053,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1075,8 +1075,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1167,10 +1167,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1186,10 +1186,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1491,7 +1491,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1513,7 +1513,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1531,8 +1531,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092730.json b/landing/lenses/092730.json index d476f2a90294820bfc43bb01346a0552a41c7351..1176ada7a9830915424c07b32881aecc73fc8964 100644 --- a/landing/lenses/092730.json +++ b/landing/lenses/092730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,12 +1594,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:5c63b52f3b3a", + "target": "092730", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/092780.json b/landing/lenses/092780.json index 83750d3156b4aa80fed75699b0743aa0e3f4a508..944feb99e35a232aef1ed1965e8f243fc7eefc0f 100644 --- a/landing/lenses/092780.json +++ b/landing/lenses/092780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 14.97%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1260,10 +1260,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,7 +1594,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1616,7 +1616,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1634,8 +1634,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/092790.json b/landing/lenses/092790.json index 927ffa6cca3e790c796b63c961439f2787b24bbf..841b7c4133fd562273924ca405003ceb37f3c941 100644 --- a/landing/lenses/092790.json +++ b/landing/lenses/092790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/092870.json b/landing/lenses/092870.json index 2b0fe3edc36dee32e548793ffae975687a417126..e1a830c14ffca07f6e1d8de197d6ceba29584612 100644 --- a/landing/lenses/092870.json +++ b/landing/lenses/092870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093050.json b/landing/lenses/093050.json index f597e2e3048315038bcbd04a9442fa57757fd121..b373d97289412b0018b4aa3a539f42fd4004af55 100644 --- a/landing/lenses/093050.json +++ b/landing/lenses/093050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093190.json b/landing/lenses/093190.json index 42374c8574a0e2f18ba46bbf2e8409eade9f7598..2135f5c7bd6c6bf3b84b03ed748987228b5a30c0 100644 --- a/landing/lenses/093190.json +++ b/landing/lenses/093190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093230.json b/landing/lenses/093230.json index 604fadeb2ea857ad2ac0bbd7600b8d0fd5363373..cd1d530d936b602702aba4461936083d0d384ebb 100644 --- a/landing/lenses/093230.json +++ b/landing/lenses/093230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093240.json b/landing/lenses/093240.json index 462422c04071c2302b1e68351d3da9ca9b63ce88..614ee32cc9e980a2b868847c2cc0ed3d98900771 100644 --- a/landing/lenses/093240.json +++ b/landing/lenses/093240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093320.json b/landing/lenses/093320.json index 316dc9743dc16fc9224273213db8d294c82ae382..b2fe3ee80016cddf6c8fba5d45ccc4066eb234d0 100644 --- a/landing/lenses/093320.json +++ b/landing/lenses/093320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093370.json b/landing/lenses/093370.json index 5bceadfece3e57ad1c0c3d376056e11d432908fd..e23f06f0ab9a9d2342d188d621af63938f19d971 100644 --- a/landing/lenses/093370.json +++ b/landing/lenses/093370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1560,7 +1560,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1582,7 +1582,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1600,8 +1600,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093520.json b/landing/lenses/093520.json index 561ed4284f9c443de0bc80c6d7f2ced1f2049d6f..e1f00905d2d98df11ad5ca0feeeab37431153546 100644 --- a/landing/lenses/093520.json +++ b/landing/lenses/093520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1554,7 +1554,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1576,7 +1576,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1594,8 +1594,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/093640.json b/landing/lenses/093640.json index 7657df80a345abf6324265cfd7a7226a3631d6ac..765118850b257dae9073f665a3775ef6331ef2c4 100644 --- a/landing/lenses/093640.json +++ b/landing/lenses/093640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/093920.json b/landing/lenses/093920.json index 55f862bdaaa6f159ef8752665f1a98e13c0f7699..37ba2a18772e5ab6f7ac4fb6ca98061f50330cc6 100644 --- a/landing/lenses/093920.json +++ b/landing/lenses/093920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094170.json b/landing/lenses/094170.json index 7e23b0101eb29f0f50e99592ff7b0831caab97db..1334090b8a8b78f19079642eac385414c5194c4c 100644 --- a/landing/lenses/094170.json +++ b/landing/lenses/094170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,10 +1248,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094280.json b/landing/lenses/094280.json index 88c0a735369c2701b3325c8c470298f67d0df61d..c63b2e54c615b7e9009bcd436c84189c640429dc 100644 --- a/landing/lenses/094280.json +++ b/landing/lenses/094280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1297,10 +1297,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094360.json b/landing/lenses/094360.json index 9d6aa36f1a9134601a4cd748e859eb38f092ce42..9cb0a72c72101f260ee145bfd954035797087649 100644 --- a/landing/lenses/094360.json +++ b/landing/lenses/094360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094480.json b/landing/lenses/094480.json index ac2fe708ae9769043ae0760295029deca56ce742..f9da9a9aff0afef46eed7e586fc994600d251552 100644 --- a/landing/lenses/094480.json +++ b/landing/lenses/094480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1493,7 +1493,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1515,7 +1515,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1533,8 +1533,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/094800.json b/landing/lenses/094800.json index 6251ebadcedce447f12a9d5ed64eb6cd0558d2f2..8251acf49d3957699326a6867503c832d19b9a60 100644 --- a/landing/lenses/094800.json +++ b/landing/lenses/094800.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/094820.json b/landing/lenses/094820.json index a281074de97309a643546e72495aa18d7b998d06..79b96bee5ebb88b2bc063e9dae6147800a20a94a 100644 --- a/landing/lenses/094820.json +++ b/landing/lenses/094820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -907,7 +907,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094840.json b/landing/lenses/094840.json index 4540c8fc606087d1fad0a42a028fac7984a05e7d..b73720201f2456189edc87d71b26ceb68772ba3c 100644 --- a/landing/lenses/094840.json +++ b/landing/lenses/094840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094850.json b/landing/lenses/094850.json index f12ea973105f3a3551126b90f3ff7c5f00472b82..dd6a2b95e056f228b46a5f3d852e9495b2460da7 100644 --- a/landing/lenses/094850.json +++ b/landing/lenses/094850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1107,10 +1107,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094860.json b/landing/lenses/094860.json index ac0cacc1e8f8526f234b20911a28e3f480ef8bd7..b564978b0e6d98d7eac55434fbad2b3c9a865159 100644 --- a/landing/lenses/094860.json +++ b/landing/lenses/094860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,15 +968,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1378,88 +1378,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a97f549f5820", - "target": "094860", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/094940.json b/landing/lenses/094940.json index 0fabdf630915d61a21d26cbcb18f87f14e15c082..c57a01aad8d95f6b01e5386feab786cf1570eb7b 100644 --- a/landing/lenses/094940.json +++ b/landing/lenses/094940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.99, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.70, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.99, + "grade": "dCR-BBB-", + "score": 29.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.62, + "score": 30.44, "assumptions": { "scenarioStress": "moderate" } @@ -840,11 +840,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -912,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 9.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/094970.json b/landing/lenses/094970.json index 514de10f3c6da2ee4b07ea7c76fb80625645878a..3e8f1cf2a704d3ff5658742b6219d0166e8c2881 100644 --- a/landing/lenses/094970.json +++ b/landing/lenses/094970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095190.json b/landing/lenses/095190.json index 3c4475ea20a831adab38fe6b5a1880be98795dbc..a8fb9a9f6859236108e04dbe677e5e3ad16592af 100644 --- a/landing/lenses/095190.json +++ b/landing/lenses/095190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,7 +1014,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095270.json b/landing/lenses/095270.json index a4b9fc1f03252484d42bf2ca90536212c7467425..16e713f50def26d4a76fe3d1e79ed23eb62163ca 100644 --- a/landing/lenses/095270.json +++ b/landing/lenses/095270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095340.json b/landing/lenses/095340.json index 729f3248e80e46192d765501381a1a92d40a371d..801cd7b82ac708d8e3ef2b448915cec9d48a87b7 100644 --- a/landing/lenses/095340.json +++ b/landing/lenses/095340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,7 +1508,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1530,7 +1530,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1548,15 +1548,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/095500.json b/landing/lenses/095500.json index 27817b99c50345c4ddffac9bf8b82465cdb5d003..364ddefbe85f66d4c2536e8ca379c43cd7064d97 100644 --- a/landing/lenses/095500.json +++ b/landing/lenses/095500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "유동성 축이 45점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095570.json b/landing/lenses/095570.json index 56564c460fe2674cfb8968ee525f41b3935a17cf..3618c02a541b49ec85e28ddf967b85dddcb1e510 100644 --- a/landing/lenses/095570.json +++ b/landing/lenses/095570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095610.json b/landing/lenses/095610.json index 8223a8081a1196e714a5631f043648365ebb9fa5..74e067d033e19b9eca1a0e64fc173949dc34a547 100644 --- a/landing/lenses/095610.json +++ b/landing/lenses/095610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095660.json b/landing/lenses/095660.json index e39e3d8ade9ba01f3a8ae3e595d77e540fc07033..d059fbb0184de8b019ffdfd87e600fb6694c3a60 100644 --- a/landing/lenses/095660.json +++ b/landing/lenses/095660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f73025ca9455", + "target": "095660", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/095700.json b/landing/lenses/095700.json index 192a06094585d023da672dc001c31b908e93d29a..95cee8bdc0290a2717dbf82eea02e46e60a4c2c7 100644 --- a/landing/lenses/095700.json +++ b/landing/lenses/095700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,17 +1052,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1129,7 +1129,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1138,7 +1138,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095720.json b/landing/lenses/095720.json index 7ae7949526f952c9180ffdcab13035f2fcd31fd9..976032bb050d0a8ae352f16e1cf8ea0f08ddd452 100644 --- a/landing/lenses/095720.json +++ b/landing/lenses/095720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/095910.json b/landing/lenses/095910.json index 37e608bf7c3ce6642766e5544478e9a9ef3b2860..96d8a85d6714d077fb7897017aa786d1dbf119dd 100644 --- a/landing/lenses/095910.json +++ b/landing/lenses/095910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 68.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-02", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-02", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096040.json b/landing/lenses/096040.json index 760bf2c60da44b21dfcacb9fa2042b519de1eb7a..097d4f3d27fef3e38288f42e686e6cab985c7fb8 100644 --- a/landing/lenses/096040.json +++ b/landing/lenses/096040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096240.json b/landing/lenses/096240.json index ee4e23cad24fd01f4c741ec95b6334767a4e8cba..6d522a937d7f3f6502fa50e4a45c513297933560 100644 --- a/landing/lenses/096240.json +++ b/landing/lenses/096240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096250.json b/landing/lenses/096250.json index b6e179fc4cde14ac255c6eb9ea6b07a0da7a9b5c..79760eb566da8c06631c043b7ec6d06b13426f3a 100644 --- a/landing/lenses/096250.json +++ b/landing/lenses/096250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,18 +552,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.73, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 21.73, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,14 +747,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 19.73, + "score": 21.73, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.31, + "grade": "dCR-BBB", + "score": 22.31, "assumptions": { "scenarioStress": "moderate" } @@ -770,6 +770,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -812,7 +817,7 @@ "divergenceExplanation": [ "현금흐름 축이 47점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -954,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -987,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1000,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1033,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1078,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1112,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1121,7 +1126,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1134,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1153,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096350.json b/landing/lenses/096350.json index 18b6ddd1d513a94a344828a18fdeaf107da39aa9..883bc03e0d97c30df71de960b04067632903e467 100644 --- a/landing/lenses/096350.json +++ b/landing/lenses/096350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 17.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 16.57%). 최근 주가 하락이 반영된 결과", "D/EBITDA 119.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096530.json b/landing/lenses/096530.json index 272882136092a521160dbea9481bfbb8d8594fef..af488f4ec3358bb1daf3e7b23e28ae53575ddacf 100644 --- a/landing/lenses/096530.json +++ b/landing/lenses/096530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096610.json b/landing/lenses/096610.json index 75941cc9152ae5e79355791dbf3c87a5827aef6e..bc368b76f17125c67a7d3c6d1184acf8b281a000 100644 --- a/landing/lenses/096610.json +++ b/landing/lenses/096610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,7 +1128,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-02", "period": "2025", "status": "derived", @@ -1150,7 +1150,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-02", "period": "2025", "status": "observed", @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096630.json b/landing/lenses/096630.json index 815e9d4b214964f0ed2d5a3219d63a66044a5aa2..ad3191b851f7039a77598b7848bbb99096244242 100644 --- a/landing/lenses/096630.json +++ b/landing/lenses/096630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 30점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096640.json b/landing/lenses/096640.json index b3c1988927fca4348c2926a959a1ac96fce5c4f3..8a09f3160fa33d774240c1614119328eb66f46b4 100644 --- a/landing/lenses/096640.json +++ b/landing/lenses/096640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2023", "status": "derived", @@ -1189,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1208,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,10 +1235,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096690.json b/landing/lenses/096690.json index 01617c22f83552fa417956c4a8409b80e519e4a4..c1de4f1c48f8a7aadc64a4c3cb06c9a31608b183 100644 --- a/landing/lenses/096690.json +++ b/landing/lenses/096690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 81점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 23.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 25.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096760.json b/landing/lenses/096760.json index eb597826dbb831612f1b698fc92c8ddfa44fa33d..f212190ec98fb96ba608f71be226a41d8ef3cf25 100644 --- a/landing/lenses/096760.json +++ b/landing/lenses/096760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -935,7 +935,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,8 +990,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1395,7 +1395,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1417,7 +1417,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1435,15 +1435,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/096770.json b/landing/lenses/096770.json index 87bb18152fa352e88afbe40ef584035011b9f21f..da46ed4698b07c2a003281d091898ea48aa45fd7 100644 --- a/landing/lenses/096770.json +++ b/landing/lenses/096770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1287,10 +1287,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/096870.json b/landing/lenses/096870.json index 61ccf95b76daa40e7133be1083167ebbd553636f..4dd10f01119ff90a8e18a43185083eb5f0bd7320 100644 --- a/landing/lenses/096870.json +++ b/landing/lenses/096870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097230.json b/landing/lenses/097230.json index c6c4b76043907b6a2e7e77e0033b1dec5fb779ea..7fde1c452e47206be0c03592a116f81b0f9b99d8 100644 --- a/landing/lenses/097230.json +++ b/landing/lenses/097230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 12.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 11.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,8 +1506,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097520.json b/landing/lenses/097520.json index 323f43b101668e63ccfd3545c6f9b1c535ee4295..f5739d2d0ae9b8085bc51b08a412979f33a80c80 100644 --- a/landing/lenses/097520.json +++ b/landing/lenses/097520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/097780.json b/landing/lenses/097780.json index cdb7caada00aa9c9fb9fc9b906baabb29891c2e8..fba06f9d4ddad3a4e7e16497f89a46d7701e8725 100644 --- a/landing/lenses/097780.json +++ b/landing/lenses/097780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097800.json b/landing/lenses/097800.json index a954a35c44b28fb564df4288750928c7f0c90db5..69e10e034ad2ee9ad4833b36bacd8a760a1c496b 100644 --- a/landing/lenses/097800.json +++ b/landing/lenses/097800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -921,7 +921,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 14.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 16.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097870.json b/landing/lenses/097870.json index eca402825d0e258de537e156462f92f770b8f8e7..67c18ea13225f66be9a44762e4e97fb30dd0ee8c 100644 --- a/landing/lenses/097870.json +++ b/landing/lenses/097870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1121,7 +1121,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/097950.json b/landing/lenses/097950.json index bbb4d985d61dd0c945184edb329c667feabe516f..d9bd244e801bf0716d98dc05c54a407947925bd4 100644 --- a/landing/lenses/097950.json +++ b/landing/lenses/097950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,7 +920,7 @@ }, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 6.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098070.json b/landing/lenses/098070.json index cba32bce0191d013ff8cfe0d91d72a53db76c5fa..1a0e50aeecd141078fc190264d4f9d21d7ef62ff 100644 --- a/landing/lenses/098070.json +++ b/landing/lenses/098070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098120.json b/landing/lenses/098120.json index 5ea403ac6e484c0279cdb8a8cffd1522d1019e33..a9a10fdb5ca210b2524b6ead0965f6281f011290 100644 --- a/landing/lenses/098120.json +++ b/landing/lenses/098120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.75, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.22, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.75, + "score": 4.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 4.77, + "score": 4.24, "assumptions": { "scenarioStress": "moderate" } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098460.json b/landing/lenses/098460.json index fbb5af03fc0ed36197d5e2bf9b2adc37eed6ff65..5678c651448bd4707e8fbddeaed46857ad5e9898 100644 --- a/landing/lenses/098460.json +++ b/landing/lenses/098460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/098660.json b/landing/lenses/098660.json index 6952aaccb8ddeb486d3defc7e65d92d8eb05dac9..7acbe08b8942361087f4d7d7de2d5b295c7b12a7 100644 --- a/landing/lenses/098660.json +++ b/landing/lenses/098660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.41, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.21, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.41, + "score": 47.21, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 45.13, + "grade": "dCR-B+", + "score": 48.83, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -911,6 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 63점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.81%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099190.json b/landing/lenses/099190.json index 36ce6fe061b0281bb2e7617898015d44658fd209..2d8b6f10d899ba67d5b79b36d42705f07881e52c 100644 --- a/landing/lenses/099190.json +++ b/landing/lenses/099190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099220.json b/landing/lenses/099220.json index a5d50c40486191707c5c14c2457c61e9361c3811..9704262ffecaac75d43da8f013d122326b936866 100644 --- a/landing/lenses/099220.json +++ b/landing/lenses/099220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.28%). 최근 주가 하락이 반영된 결과", "D/EBITDA 36.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099320.json b/landing/lenses/099320.json index 5ac3bc8462d6d1d43983b9aa03c9dfec9432b340..05c907aa67abf7c242832c9727cebbd45bfc04a2 100644 --- a/landing/lenses/099320.json +++ b/landing/lenses/099320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1464,7 +1464,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1486,7 +1486,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1504,8 +1504,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/099390.json b/landing/lenses/099390.json index f380357dcb0dca7bc338ca34f85927d7b0fae6da..745ba515996a2939e549efbda6db9117e8477f40 100644 --- a/landing/lenses/099390.json +++ b/landing/lenses/099390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099410.json b/landing/lenses/099410.json index 8aa66c7e8c4318ca875f17fdae61f9ae1ba9cc02..5fcb7575ee0d85fbfd3614f15bcfde2faf78e068 100644 --- a/landing/lenses/099410.json +++ b/landing/lenses/099410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099430.json b/landing/lenses/099430.json index 408faafb4324edd1b9cd4695dd7213c0ecc7a6e3..af45f8f092c2af82e4c621f804c1c10751925649 100644 --- a/landing/lenses/099430.json +++ b/landing/lenses/099430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 5.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 6.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099440.json b/landing/lenses/099440.json index 29e656012dd7dd051b19d420d2d65aee817bf80d..1e94ceacb9cfb5d8dc254f6aaaaf63abd0b1e462 100644 --- a/landing/lenses/099440.json +++ b/landing/lenses/099440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099520.json b/landing/lenses/099520.json index 16c3e4f6c2b1026860e5d84f158c0b54434ba2ff..401b38b9281f32547de88b59a28ec9aa51e06fe8 100644 --- a/landing/lenses/099520.json +++ b/landing/lenses/099520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/099750.json b/landing/lenses/099750.json index 3f90040812083e3723d3ed6f27dc6aa37ff3bdad..138e224acb8f58225304a8e12b9fa7ea2ce093bc 100644 --- a/landing/lenses/099750.json +++ b/landing/lenses/099750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100030.json b/landing/lenses/100030.json index b718a41e6fcf777cf998f0913932e839345a8ccd..6d5b7045f24139313cce6417a6d4db6fc42181b9 100644 --- a/landing/lenses/100030.json +++ b/landing/lenses/100030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,13 +1199,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100090.json b/landing/lenses/100090.json index a947f7b04471db21576aa4be66351ae81593b9de..f95f84c1cdb4b09f29707bf90a90a66b07767e0f 100644 --- a/landing/lenses/100090.json +++ b/landing/lenses/100090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 15.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,88 +1456,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:b37c0281e1b6", - "target": "100090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.308 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/100120.json b/landing/lenses/100120.json index 44d854450f7b9bfa833b8fa0eb5f688a62b5a8f5..67736a44c1ab204a7aa02e4067a8a6ad275c2349 100644 --- a/landing/lenses/100120.json +++ b/landing/lenses/100120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100130.json b/landing/lenses/100130.json index f98dd76ad3a30b3ee8441cedc125668129764a27..6133de6622d27a150b023f6c55381615f7e9e459 100644 --- a/landing/lenses/100130.json +++ b/landing/lenses/100130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -198,7 +198,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2017", "status": "derived", @@ -424,13 +424,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -642,14 +642,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -764,10 +764,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -810,7 +810,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -852,8 +852,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -888,7 +888,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -990,10 +990,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1008,10 +1008,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1022,7 +1022,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1046,7 +1046,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100220.json b/landing/lenses/100220.json index affc61d50b3c8ee3a9796f44f33248de8c5d8fe6..29f74f4b60114e44cf8cad341c52a62cc26ccf08 100644 --- a/landing/lenses/100220.json +++ b/landing/lenses/100220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/100250.json b/landing/lenses/100250.json index 64ef5144adcb3f6826504a8bb90660486cb8f5cc..288f4c59417060dccd846ae27a467093ff793517 100644 --- a/landing/lenses/100250.json +++ b/landing/lenses/100250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100590.json b/landing/lenses/100590.json index 2313ad21d49f7aa10dda005a852868798b3065b4..5ded401d3392d82c5665400929132eaa8a770f4e 100644 --- a/landing/lenses/100590.json +++ b/landing/lenses/100590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 7.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100660.json b/landing/lenses/100660.json index c79e1761ac32763e043d554ed74022f1c2b77278..409847d82e7695c5df69dbf8ef4187b27579cf49 100644 --- a/landing/lenses/100660.json +++ b/landing/lenses/100660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -222,7 +222,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -243,7 +243,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -279,7 +279,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -300,7 +300,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,7 +1048,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1061,8 +1061,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100700.json b/landing/lenses/100700.json index 75bdaa1beb548a34704aa8eb04ac2527d2a9bbe2..735a7061af585c899b0cc7d4c8f2f728e59af39e 100644 --- a/landing/lenses/100700.json +++ b/landing/lenses/100700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100790.json b/landing/lenses/100790.json index 2bc3ef1d376303447c0de90c426317a6dd701a01..7496a356f241fb5c29e3af8f419b89d804e7f035 100644 --- a/landing/lenses/100790.json +++ b/landing/lenses/100790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -784,10 +784,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -823,7 +823,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -843,8 +843,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -864,8 +864,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -892,7 +892,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -973,10 +973,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1004,7 +1004,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/100840.json b/landing/lenses/100840.json index a498bd896d63c086b5a943b805b65b7d344aa125..b561917c3349da5884f4b43e8ed1ac29af3c95f8 100644 --- a/landing/lenses/100840.json +++ b/landing/lenses/100840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1661,88 +1661,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e92253fe2c5", - "target": "100840", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101000.json b/landing/lenses/101000.json index 53db01bc132da3f97e6e550abf59074ac73bd53a..6e0acb31f3067a90bff8655d89e58bd1b36ee751 100644 --- a/landing/lenses/101000.json +++ b/landing/lenses/101000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101140.json b/landing/lenses/101140.json index 898cf28e49ef1788aa20a1c1ae32760f2187e1a0..6de9beb19c677adc749916d951b4d3dfb8b863c8 100644 --- a/landing/lenses/101140.json +++ b/landing/lenses/101140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -927,8 +927,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -947,8 +947,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -967,7 +967,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1081,10 +1081,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101160.json b/landing/lenses/101160.json index b1f3d62360d1ed84be4e0f302e3eaf00a7461683..8c67b33fc9b4a7f7206d65f595c499c7493824a1 100644 --- a/landing/lenses/101160.json +++ b/landing/lenses/101160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101170.json b/landing/lenses/101170.json index bfe58bd8347fb325d474bf9cf40269cc8a125144..80db9f78ca378d1cfa69d6aa05cdf1cc7e423b6d 100644 --- a/landing/lenses/101170.json +++ b/landing/lenses/101170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 32점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101240.json b/landing/lenses/101240.json index ac32694b825b44f2408bdcf889d86f897dd48ebe..113c6121188057cf95fd3195b7b06f4a385c8559 100644 --- a/landing/lenses/101240.json +++ b/landing/lenses/101240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101330.json b/landing/lenses/101330.json index 42ffaac60e0fa2bf7786d90254a35f70109897ee..e89f793dbc569681c411371ac6f5d1f2b4d86274 100644 --- a/landing/lenses/101330.json +++ b/landing/lenses/101330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.88, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.13, + "grade": "dCR-BBB", + "score": 26.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.99, + "score": 28.74, "assumptions": { "scenarioStress": "moderate" } @@ -839,6 +839,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -906,11 +911,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101360.json b/landing/lenses/101360.json index d4534bafe17ec6836a77af75e9715676ca29bedf..df5ff0b27033f61b0b848c8cf05ffd2eb6bf836b 100644 --- a/landing/lenses/101360.json +++ b/landing/lenses/101360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1498,88 +1498,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:ad0b444fa971", - "target": "101360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.489 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/101390.json b/landing/lenses/101390.json index 6f328d15af20e644b4708c7c1002f66383f7b671..97c0749c937dd187c0de79af43abcdaf33cce220 100644 --- a/landing/lenses/101390.json +++ b/landing/lenses/101390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,7 +1118,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", "status": "derived", @@ -1140,7 +1140,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-30", "period": "2025", "status": "observed", @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101400.json b/landing/lenses/101400.json index e2fe4bd8f9b4c7056384d8fc87c32fb5862bb995..32ead1e5097b890565791788a40a833bf91218a2 100644 --- a/landing/lenses/101400.json +++ b/landing/lenses/101400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101490.json b/landing/lenses/101490.json index d5cd9df671b5cb2277e27076e06785d60c0098c1..249433fff266e98748e1534cd2f32b4da70492ab 100644 --- a/landing/lenses/101490.json +++ b/landing/lenses/101490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/101530.json b/landing/lenses/101530.json index ccac8dcf1bbffbe01d74eb0f1c1b41d63967b866..ee4a6c438d2aa3b636f9ba0bee9d2404e59c396e 100644 --- a/landing/lenses/101530.json +++ b/landing/lenses/101530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-09-16", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-09-16", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,10 +1128,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-09-16", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-09-16", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101670.json b/landing/lenses/101670.json index ffa2900066c0020c7a503a0464652fbbd1e97b44..78eeed684a553732ab6589c556a63d02b7d91175 100644 --- a/landing/lenses/101670.json +++ b/landing/lenses/101670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 208.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 240.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,19 +978,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,17 +1049,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101680.json b/landing/lenses/101680.json index a0314ee08910f2f5d1a057f8b3f5ab37bfeec9ce..d1f1683ba44f01dcf96b7393af4e210f2835193b 100644 --- a/landing/lenses/101680.json +++ b/landing/lenses/101680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101730.json b/landing/lenses/101730.json index 049ebff8fac58b1b6c485c541384b0de64aec0df..fad594336faaa8cf34a32cf5fafe7288a398c079 100644 --- a/landing/lenses/101730.json +++ b/landing/lenses/101730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101930.json b/landing/lenses/101930.json index c39a0f4c5d95f3e349e75290bd5ad1b802aba9e0..46702b4537374eba29e2dfbe5f6c10a1ffbb9f12 100644 --- a/landing/lenses/101930.json +++ b/landing/lenses/101930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/101970.json b/landing/lenses/101970.json index 643dc6924a0326928bb4ba0ae8535b289a7ff8fd..a735668780999b7f9a6309fc941bb01239ce886c 100644 --- a/landing/lenses/101970.json +++ b/landing/lenses/101970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102120.json b/landing/lenses/102120.json index 56102c60d225fff4360027af90cad366eedae831..79f5e47925e6b0a64563c2953cd98fd058bfda21 100644 --- a/landing/lenses/102120.json +++ b/landing/lenses/102120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 9.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1556,7 +1556,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1578,7 +1578,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1596,8 +1596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102210.json b/landing/lenses/102210.json index 83ddfe495d4bd5769f5b29888907d72cbf53c21e..98ce90081dbf3971a145e9e6bd9a4762caec898f 100644 --- a/landing/lenses/102210.json +++ b/landing/lenses/102210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102260.json b/landing/lenses/102260.json index 050a5c9a1cea383f57f2748c3e48f83325dfc36d..79baa073bd70c43199b709785507c75138dcb3cf 100644 --- a/landing/lenses/102260.json +++ b/landing/lenses/102260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1607,7 +1607,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1629,7 +1629,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1647,8 +1647,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102280.json b/landing/lenses/102280.json index e5cd39dca7138af4e9f67b568d89abbdfa038cf5..8eaaf4a9d37bea6ebca9c891c0aa8c5398fb8809 100644 --- a/landing/lenses/102280.json +++ b/landing/lenses/102280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-27", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-11-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102370.json b/landing/lenses/102370.json index 8928ea73c31ede75cbb18f5d0280e34d7964653b..00ac34c1d9998c8c62b00c6adc6cfbcd3bbfaebc 100644 --- a/landing/lenses/102370.json +++ b/landing/lenses/102370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102460.json b/landing/lenses/102460.json index 9745087c2882ce985e35543b4cf4fe1bf49a8f73..b1864bf513ef3c49d936ec13b528b2b88cabe89e 100644 --- a/landing/lenses/102460.json +++ b/landing/lenses/102460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/102710.json b/landing/lenses/102710.json index 2df7f7c578523cfd0186516588f5af51d32ce0d6..07c372cbf785742f4fdb6349551986f7ef0cdb66 100644 --- a/landing/lenses/102710.json +++ b/landing/lenses/102710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.18%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102940.json b/landing/lenses/102940.json index a22354c7dc7a55af0824b148e8699ba042526d22..edb8f9e12b698f34087172b526276e0ef5be9df8 100644 --- a/landing/lenses/102940.json +++ b/landing/lenses/102940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 22.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1564,7 +1564,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1586,7 +1586,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1604,8 +1604,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/102950.json b/landing/lenses/102950.json index 4ebbc19dfe53a963e1eef03adb59cea0a1dd6b20..62efd5b9fedf20af736fce83b6896cc694b4f16f 100644 --- a/landing/lenses/102950.json +++ b/landing/lenses/102950.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/103140.json b/landing/lenses/103140.json index d3359339f8a81059f17c96f944fe7c59374ca83e..ce48cd0baa430366147df1614212c0ef7f137ec7 100644 --- a/landing/lenses/103140.json +++ b/landing/lenses/103140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -536,13 +536,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -755,14 +755,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -928,7 +928,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -948,8 +948,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103160.json b/landing/lenses/103160.json index 9d3191a0fb6bd5e7402282504843bb12a04ade7d..cfc33ca01c06c4b03137c46877b374d2398227d2 100644 --- a/landing/lenses/103160.json +++ b/landing/lenses/103160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,10 +1233,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103230.json b/landing/lenses/103230.json index 3e8177e84c1cec0efaad830bfc87be8194ccc71a..3f34f3abae9c316a78bd526e5691ab332fe9bff7 100644 --- a/landing/lenses/103230.json +++ b/landing/lenses/103230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1109,10 +1109,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103590.json b/landing/lenses/103590.json index 001394357dca025efcd3a5ff9be6612974fe7206..68185e9620e89572e99e1f294f9b344a1e3d612a 100644 --- a/landing/lenses/103590.json +++ b/landing/lenses/103590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2018", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/103840.json b/landing/lenses/103840.json index 51a2ce8c94ef2231e16b2a75c7634767358c1f2e..ecd44caf61f31fa0238ebdeeecf46f73d7224690 100644 --- a/landing/lenses/103840.json +++ b/landing/lenses/103840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 73점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.22%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,10 +1204,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104040.json b/landing/lenses/104040.json index bcd7d8830acd5a3acf6f3498cabc9b2f3da79650..152339d20fe42656fc2627df83abf8684175a61f 100644 --- a/landing/lenses/104040.json +++ b/landing/lenses/104040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104200.json b/landing/lenses/104200.json index 1618e11bb55664c40e731ecacbb71a17911de978..a39c5da00690d3a07a086f4313cfbd7e12f8d247 100644 --- a/landing/lenses/104200.json +++ b/landing/lenses/104200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,18 +632,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 12.51, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 10.25, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -828,14 +828,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 12.51, + "score": 10.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 13.04, + "grade": "dCR-A+", + "score": 10.74, "assumptions": { "scenarioStress": "moderate" } @@ -851,11 +851,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -926,7 +921,6 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1068,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1087,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1227,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104460.json b/landing/lenses/104460.json index c2a33070bacd3eba553149d265b94ec7656bcc02..805fd9f77d7c24fec3ce5a6ccad4d6115493f68a 100644 --- a/landing/lenses/104460.json +++ b/landing/lenses/104460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1474,7 +1474,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1496,7 +1496,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1514,8 +1514,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/104480.json b/landing/lenses/104480.json index 515528368bf88e3055b00cedc9b631cf863d30c4..f27c953eb0b7c5dde354566f638418cdbe604aa4 100644 --- a/landing/lenses/104480.json +++ b/landing/lenses/104480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104540.json b/landing/lenses/104540.json index ee2acbd2d381ca862071922ec8504e35edf7223f..7f9b2cc32d09ea23cdaf29385db4da2581711aeb 100644 --- a/landing/lenses/104540.json +++ b/landing/lenses/104540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104620.json b/landing/lenses/104620.json index e09dcb8fedb465c2169c2587b0005bf51b5b055f..7af764aeef1c2253503f22ef69a7ca6b2bbbd777 100644 --- a/landing/lenses/104620.json +++ b/landing/lenses/104620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,10 +1171,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104700.json b/landing/lenses/104700.json index 644e672e1cd3725b3a4acae8533feb18a28c4046..893558fb981edf543a067242dec2ecd7b27bf612 100644 --- a/landing/lenses/104700.json +++ b/landing/lenses/104700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/104830.json b/landing/lenses/104830.json index 944a082be8bd0aaba01c7baca8758a3baeb0ee67..e4d2e228f91ec2a23f24aa983e70db09bef622ca 100644 --- a/landing/lenses/104830.json +++ b/landing/lenses/104830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105330.json b/landing/lenses/105330.json index 3cb5b228dbaf5d831280db34c911fdc9010eacdc..6021150a46b0a731db3f780c859bf6b6fff14786 100644 --- a/landing/lenses/105330.json +++ b/landing/lenses/105330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105550.json b/landing/lenses/105550.json index 5fd028e225cd3a5fd1c98637c2542f6bc26c6431..4dbf3f8c127350025f423c48feb72045def721f7 100644 --- a/landing/lenses/105550.json +++ b/landing/lenses/105550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 365.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 359.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105560.json b/landing/lenses/105560.json index e08ffb88aba0d9555a214adfbcbf89de1d9def9f..074c8cf47aa45cb63d6d3010ceaf671151a31db5 100644 --- a/landing/lenses/105560.json +++ b/landing/lenses/105560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:822ed56a2cd1", + "target": "105560", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/105630.json b/landing/lenses/105630.json index 1d6a5c5edfa5e29d965dba1b027602bc4ff495ec..c1ffae81e34392908ec8ee5e1942ca5d44342186 100644 --- a/landing/lenses/105630.json +++ b/landing/lenses/105630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105740.json b/landing/lenses/105740.json index 35acf2c952dd4b01314f3477b947014ad93980d9..a41f4f5e81a914e4b6d75e0013d6c62f056e6779 100644 --- a/landing/lenses/105740.json +++ b/landing/lenses/105740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105760.json b/landing/lenses/105760.json index d8371667ba46793704345eb9ab34c0312c725a68..f34789510e213c85f19169a6b7ab4565787b81b0 100644 --- a/landing/lenses/105760.json +++ b/landing/lenses/105760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/105840.json b/landing/lenses/105840.json index 13e9606da5d744a24dad0d98ecac9373635da05f..001e06c1eccd39724a19e0ef36908d655aea9996 100644 --- a/landing/lenses/105840.json +++ b/landing/lenses/105840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106080.json b/landing/lenses/106080.json index 7eaa4fdc9c54bb8e112b4d4ed13082845844cd4b..760c3b8c45d167d8d6e226357a809a6fee621d0e 100644 --- a/landing/lenses/106080.json +++ b/landing/lenses/106080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "유동성 축이 84점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 173.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 163.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-16", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-16", "period": "2025", "status": "derived", @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-16", "period": "2025", "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106190.json b/landing/lenses/106190.json index 49367619d13632c4d867384d428495c8c3218b01..2e107ace1ed031d362f69197d2ac148b4cf6b19d 100644 --- a/landing/lenses/106190.json +++ b/landing/lenses/106190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -924,7 +924,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106240.json b/landing/lenses/106240.json index 0b568bcda81ce3e721dd417803d6fc8a8fd4cb33..467dad359333ae65aeaedbe1d4f2805306c4b29e 100644 --- a/landing/lenses/106240.json +++ b/landing/lenses/106240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 17.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/106520.json b/landing/lenses/106520.json index ab85c42249ad390bba97027efb829c0430e68330..2f8965ce2bf787536e4de5aa97337fcae5b70a79 100644 --- a/landing/lenses/106520.json +++ b/landing/lenses/106520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107590.json b/landing/lenses/107590.json index 1f2dc08b13c0cb884451b9756fad6521561a2e0a..3e584899cf87532ba28fdb87437665908da99eea 100644 --- a/landing/lenses/107590.json +++ b/landing/lenses/107590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,10 +1120,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1138,10 +1138,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107600.json b/landing/lenses/107600.json index 8f13dac44893e435f45b2cae38cc725c9bd2ebe9..0acac68140c5e5e0b1d7de5adaf4c45e6b8fed38 100644 --- a/landing/lenses/107600.json +++ b/landing/lenses/107600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -581,7 +581,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -596,14 +596,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -723,10 +723,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -863,10 +863,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -882,10 +882,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -913,7 +913,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/107640.json b/landing/lenses/107640.json index 8b8d2f2accdcb5ac62e2ae87b96821b6108014d4..f632829a9bc78caa26ace8e85ed07bbec20149e7 100644 --- a/landing/lenses/107640.json +++ b/landing/lenses/107640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -324,13 +324,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -449,7 +449,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -630,14 +630,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -757,10 +757,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -803,7 +803,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -881,7 +881,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -983,10 +983,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -997,7 +997,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1005,7 +1005,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108230.json b/landing/lenses/108230.json index b70811e34c0ab930b7517a572081e33c43b5c9d1..7e6d8a864f192de1d4f576b706bd295cb461ef61 100644 --- a/landing/lenses/108230.json +++ b/landing/lenses/108230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108320.json b/landing/lenses/108320.json index f7491edcfb290fd3fd2e9e68446923ae0dc5f034..496b968d5eb6c645b5add003ffaae5105c005356 100644 --- a/landing/lenses/108320.json +++ b/landing/lenses/108320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108380.json b/landing/lenses/108380.json index 9bfe7da5a7dc77d1bcd483ff4eabef85f3c3ce93..53bedc71709bb50c06c068a54e0d6f2abfbd35b8 100644 --- a/landing/lenses/108380.json +++ b/landing/lenses/108380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/108490.json b/landing/lenses/108490.json index f850b9fa172d85943cced9dd461078a216b4bfc5..59dd39cb7fdbe716ae43cee434331f169b6d0098 100644 --- a/landing/lenses/108490.json +++ b/landing/lenses/108490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.7, + "grade": "dCR-A+", + "score": 10.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 10.16, + "score": 12.42, "assumptions": { "scenarioStress": "moderate" } @@ -818,11 +818,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -890,7 +885,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 32점으로 등급 하방 압력", @@ -908,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1035,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1068,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1081,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1234,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1467,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1485,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/108670.json b/landing/lenses/108670.json index 29adf1f081a6c9f93708d2768b496a3af13dd603..f9723f1f787a8062d00eff025562b118196c17e3 100644 --- a/landing/lenses/108670.json +++ b/landing/lenses/108670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/108860.json b/landing/lenses/108860.json index e74ffd8eca3746e353c5d621a31107078eb09276..0305bfcebf949be2061db08c9516e473aa9f474c 100644 --- a/landing/lenses/108860.json +++ b/landing/lenses/108860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109070.json b/landing/lenses/109070.json index 18c08fba38adbe9da5e960281fb5e7cedee70189..8096a29a186def874a28fb0c0686c00d69138ad1 100644 --- a/landing/lenses/109070.json +++ b/landing/lenses/109070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1151,8 +1151,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109080.json b/landing/lenses/109080.json index a0a3771c94c60c16caa56555d8a70bd2badc64fe..64c65099eec4ee989ee7f381c12a4633e8fa01f9 100644 --- a/landing/lenses/109080.json +++ b/landing/lenses/109080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1190,10 +1190,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1209,10 +1209,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109610.json b/landing/lenses/109610.json index 1ef4533069a86133d0a47f3b5ddde31067f881ac..141147eb74df443a00e374b54dfeb83916eaea3a 100644 --- a/landing/lenses/109610.json +++ b/landing/lenses/109610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 11.53%). 최근 주가 하락이 반영된 결과", "D/EBITDA 22.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109670.json b/landing/lenses/109670.json index da97f15d4b392a4b05c2b915b99f0b83c09f0f16..e2d2dc2529b1c19997539a1ab61b70a6ce42ee04 100644 --- a/landing/lenses/109670.json +++ b/landing/lenses/109670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -959,10 +959,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109740.json b/landing/lenses/109740.json index 14172da81e477245ef560562df39414b88047805..5ef20ad5c1722e626a65c69d36d85a0ee80e218d 100644 --- a/landing/lenses/109740.json +++ b/landing/lenses/109740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109820.json b/landing/lenses/109820.json index 55160cfc92b711fc8184f84a65eb93ce49f1d838..1bd6e46bdf945f3f8a0fef7541843c4d35e7e6a7 100644 --- a/landing/lenses/109820.json +++ b/landing/lenses/109820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109860.json b/landing/lenses/109860.json index 2737b62eb79e5381d2ca14bc7a3a2484b045777c..115ea4b9c8e26d075e86e0c1ec42f8155464597c 100644 --- a/landing/lenses/109860.json +++ b/landing/lenses/109860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/109960.json b/landing/lenses/109960.json index 073ee802dd20eecf6aa6af75ebdaddb1aaf09dec..868763093665667b7b821d005cd642bb5f762fa7 100644 --- a/landing/lenses/109960.json +++ b/landing/lenses/109960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 21.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,15 +817,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.96, + "grade": "dCR-BBB+", + "score": 21.96, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.06, + "score": 22.07, "assumptions": { "scenarioStress": "moderate" } @@ -841,6 +841,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -908,7 +913,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.25, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", @@ -926,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110020.json b/landing/lenses/110020.json index ee95ae826a65fccf5d9370da1054724ada3742aa..12432f99b96f4e757f50fc05600ac10434fa6b2d 100644 --- a/landing/lenses/110020.json +++ b/landing/lenses/110020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,18 +531,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 24.30, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,15 +726,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.34, + "grade": "dCR-BBB", + "score": 24.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 22.09, + "score": 25.08, "assumptions": { "scenarioStress": "moderate" } @@ -750,11 +750,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -822,7 +817,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", @@ -841,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1020,8 +1015,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1108,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1127,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,10 +1140,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1163,10 +1158,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1177,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1193,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1209,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110790.json b/landing/lenses/110790.json index 943832f130ccff0be37eae53f5c257383b0cecb4..672f99b8893ec28dab68a29844a2e7ddfb45d5ff 100644 --- a/landing/lenses/110790.json +++ b/landing/lenses/110790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/110990.json b/landing/lenses/110990.json index 2e531244a5d7f99a5f8f77dc5af5f2246da93f70..9e28f4318c58114be02051c9a4892f1c10ff24f0 100644 --- a/landing/lenses/110990.json +++ b/landing/lenses/110990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1443,7 +1443,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1465,7 +1465,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1483,8 +1483,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/111110.json b/landing/lenses/111110.json index f6ad1fcc4dc07af263dd5334b12323324c67a7b4..84e71cbef5d26210b0d1034ecdf36de87b7f889e 100644 --- a/landing/lenses/111110.json +++ b/landing/lenses/111110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111380.json b/landing/lenses/111380.json index 3abbb098b0d1744871f30c954826ff90205ad8f6..81c7078afc423eb2764e871af109182c6544561e 100644 --- a/landing/lenses/111380.json +++ b/landing/lenses/111380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -987,7 +987,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1000,7 +1000,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111710.json b/landing/lenses/111710.json index cdec0bd1761b521160041ae4ab08158ce81f9f1f..d591a48e53baff01773b4bef0e4f46211ea21e0c 100644 --- a/landing/lenses/111710.json +++ b/landing/lenses/111710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111770.json b/landing/lenses/111770.json index a138904deb8604bf90c6b49041c2488667606e46..a964732be5159031a95e9597bfa538cb75630c19 100644 --- a/landing/lenses/111770.json +++ b/landing/lenses/111770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111820.json b/landing/lenses/111820.json index 59496ff497b0377bf24379201ea2ea50696faa50..e17ccf270bb8a4e2a692742d20a09af298bb94d2 100644 --- a/landing/lenses/111820.json +++ b/landing/lenses/111820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/111870.json b/landing/lenses/111870.json index 37769d2a894824311a143cc49ce8b447ac2850a9..4808b2dbd3a2f19b96ad5aa7ad906bd6c798992c 100644 --- a/landing/lenses/111870.json +++ b/landing/lenses/111870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1298,10 +1298,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,7 +1336,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1352,7 +1352,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112040.json b/landing/lenses/112040.json index 23fb4ef8b80594ae9bb5517f0253f5ed47542e14..61d787732ef4f79afd4cd1d1e1fb30efe22006b6 100644 --- a/landing/lenses/112040.json +++ b/landing/lenses/112040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112190.json b/landing/lenses/112190.json index 9a2cfe1490d7dba47b3e868e0330f91ce109106b..489393be6ca2fe53fa44a5aadf638866bd9a5ee6 100644 --- a/landing/lenses/112190.json +++ b/landing/lenses/112190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/112240.json b/landing/lenses/112240.json index 6cac1afb8bdb4c01e2dd4bca95602102fdfd5d29..61c5c13839c63a1119779be75ad131ac847899fa 100644 --- a/landing/lenses/112240.json +++ b/landing/lenses/112240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1020,7 +1020,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,10 +1177,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112290.json b/landing/lenses/112290.json index fea67ea96b395b577e704e0cb2490c3c537080b9..98176e183182b87f7c2e4b60975e1acb8309e541 100644 --- a/landing/lenses/112290.json +++ b/landing/lenses/112290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 21.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 26.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/112610.json b/landing/lenses/112610.json index b090e80abc5f6665564935ef65f1652581e81231..06ffc2494dcddc0ade04d979bfa7e7317c53cd4f 100644 --- a/landing/lenses/112610.json +++ b/landing/lenses/112610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1515,7 +1515,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1537,7 +1537,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1555,8 +1555,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/113810.json b/landing/lenses/113810.json index 292bcb58f8d8d863576d159daaeaaeff64429877..c535d23d1efc8956b78757003bc56e601411420b 100644 --- a/landing/lenses/113810.json +++ b/landing/lenses/113810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114090.json b/landing/lenses/114090.json index 002c8eef3e91e3ad8b66c7979faad7f33ab3823d..e90239d96b9390523b1ab0cb342ffb1c44bf5848 100644 --- a/landing/lenses/114090.json +++ b/landing/lenses/114090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/114190.json b/landing/lenses/114190.json index d224220d719ae2a20b6cf84b7e9062a338f1b2d3..2494eb0fffd5716a7f9534795a11cedc373c3fe0 100644 --- a/landing/lenses/114190.json +++ b/landing/lenses/114190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114450.json b/landing/lenses/114450.json index 5da884a9ff7183df5a3446af25546643cbc3505f..e586a14b77f2579ea20dae5100abbcea9bef5081 100644 --- a/landing/lenses/114450.json +++ b/landing/lenses/114450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114630.json b/landing/lenses/114630.json index ac57068434f9acabc4bbf1a45854d1d374dbb1b0..9eb2325b977bda54c09ae61b63f733455cde11cb 100644 --- a/landing/lenses/114630.json +++ b/landing/lenses/114630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114810.json b/landing/lenses/114810.json index 676ba57986c396ad0f47e4e894054714a9e5809b..1254bae6330815173f1f687a088cd885fa311359 100644 --- a/landing/lenses/114810.json +++ b/landing/lenses/114810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/114840.json b/landing/lenses/114840.json index 5a1d60c6c6f6e43f121261163ea8fb573e1a895d..269c48ceb0faf2450569f90a77e64e2bec210a26 100644 --- a/landing/lenses/114840.json +++ b/landing/lenses/114840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,10 +1074,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115160.json b/landing/lenses/115160.json index 600e609ba4bf79ff41b71f69f478c99685f68780..279ab71d7e70406e4c67332825bf50fcb0c02ceb 100644 --- a/landing/lenses/115160.json +++ b/landing/lenses/115160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.04%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115180.json b/landing/lenses/115180.json index cff1131ccac66bd1f1679f95e9dcc48208af44a7..7c1e4566f379f42065dd8b23541e7e07c6936249 100644 --- a/landing/lenses/115180.json +++ b/landing/lenses/115180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115310.json b/landing/lenses/115310.json index 7fefe362ca4abc43a0503839919eace80eef94c3..d0a051124355234f649d301bdd151c5c434817be 100644 --- a/landing/lenses/115310.json +++ b/landing/lenses/115310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115440.json b/landing/lenses/115440.json index b2e9306d845a840f179483b84e070a85776a52dc..2d24882ab0241cad3439aaceee491e9f487900d5 100644 --- a/landing/lenses/115440.json +++ b/landing/lenses/115440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115450.json b/landing/lenses/115450.json index 07b33c51fd025619e198328662cf0a4fd35a5ef3..887f85e91beb2e10dbebff5572e773a3a31b4f18 100644 --- a/landing/lenses/115450.json +++ b/landing/lenses/115450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,7 +839,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -976,19 +976,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,17 +1055,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,13 +1128,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1143,7 +1143,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,10 +1202,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1220,10 +1220,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115480.json b/landing/lenses/115480.json index 8a9654b51abbeb19c1b6e197d99e2f9f16ab5eb6..b64730166867c283366ad301726408cfbc9bb538 100644 --- a/landing/lenses/115480.json +++ b/landing/lenses/115480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/115500.json b/landing/lenses/115500.json index ac3d1866bdfafeef0269b0ca2883783763ab9ee1..60afcdd09555f03d0d020a69bd6bc619d8d986f9 100644 --- a/landing/lenses/115500.json +++ b/landing/lenses/115500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/115530.json b/landing/lenses/115530.json index 335a3496a0720e6413a7517e8038240b797c5082..9e0ffd7380ed22128dfd1babdb48a6aff39d1cfd 100644 --- a/landing/lenses/115530.json +++ b/landing/lenses/115530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,7 +919,7 @@ "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 22.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 15.76%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,19 +1063,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,17 +1142,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1187,7 +1187,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,7 +1221,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1230,7 +1230,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1243,10 +1243,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1262,10 +1262,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,12 +1465,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:fd62ad5a7bb0", + "target": "115530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.667 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115570.json b/landing/lenses/115570.json index d513582d8abc51057e30ff3b733402797fc0a434..b6d859912e228bdb25ac9438deb1027a013cf93e 100644 --- a/landing/lenses/115570.json +++ b/landing/lenses/115570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,12 +1454,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a1e2de761fde", + "target": "115570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.451 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/115610.json b/landing/lenses/115610.json index e7ed0251d3d4deab65a4bc3333127d636218856c..07eaed316ab0a21af3c0466504c3335be13ba221 100644 --- a/landing/lenses/115610.json +++ b/landing/lenses/115610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1119,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1138,10 +1138,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117580.json b/landing/lenses/117580.json index 25686e267275bb6a12165c4c9b29576a7f2f8039..d0a357ee67713fffa236b0d71e6f3e3207075ec3 100644 --- a/landing/lenses/117580.json +++ b/landing/lenses/117580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117670.json b/landing/lenses/117670.json index 5af1e0dfc05cbd90b31efc67f9a26366e1246cc1..4476b275eab0729132ca6ddda0260af2a7c5440c 100644 --- a/landing/lenses/117670.json +++ b/landing/lenses/117670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -993,19 +993,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/117730.json b/landing/lenses/117730.json index b8b20b358874cfa70c684f6359ed0fd2b3866d00..84a4bdcb4e97280773bfa9de39f9801526fb9369 100644 --- a/landing/lenses/117730.json +++ b/landing/lenses/117730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.33, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.58, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,15 +727,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.33, + "grade": "dCR-BBB-", + "score": 28.58, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.93, + "grade": "dCR-BBB-", + "score": 29.18, "assumptions": { "scenarioStress": "moderate" } @@ -818,9 +818,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +2.0점 하향 (PD 6.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -835,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -962,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1008,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1161,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118000.json b/landing/lenses/118000.json index 49de866ac96a8973e74d87a5ec6bcb7a013c3fec..8eecd2bafd4f30888cac81f2ff217b5e6766af06 100644 --- a/landing/lenses/118000.json +++ b/landing/lenses/118000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.39%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,10 +1147,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/118990.json b/landing/lenses/118990.json index fa9b261dbb4af0ed1ffeb5b20cb3190963853f1a..85308cb0b64f077eb8df338f6b08cc6f3365a58a 100644 --- a/landing/lenses/118990.json +++ b/landing/lenses/118990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 8.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119500.json b/landing/lenses/119500.json index e6bad62a5c93a0411c38f3dd32449a3ff1b8eb0c..7ed707b85aab158683b009d7d73c7f76c085c214 100644 --- a/landing/lenses/119500.json +++ b/landing/lenses/119500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1068,10 +1068,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,10 +1208,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1227,10 +1227,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119610.json b/landing/lenses/119610.json index b1ced7c080726c5600649ce7826955ebecedb735..b215679a5f397ec74e026131a617f1edac7597ed 100644 --- a/landing/lenses/119610.json +++ b/landing/lenses/119610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,8 +1459,8 @@ "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "blocked", + "reason": "claimConflict" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/119650.json b/landing/lenses/119650.json index 8066c8a83d7c69b1b98cbc3897419326073bb0c1..9ea834b951ad815f07daa9ce9dbba12ec5750461 100644 --- a/landing/lenses/119650.json +++ b/landing/lenses/119650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119830.json b/landing/lenses/119830.json index 6ade1d454c1b35cb4a5b1f7245af8924ebae36f2..8df30f09c08069a17057e4fce00e10902a926af6 100644 --- a/landing/lenses/119830.json +++ b/landing/lenses/119830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,10 +1280,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/119850.json b/landing/lenses/119850.json index 9130874ec2565ab3a60f6727bf04b4d785a5f19c..b09a4e302f95a8b4130561d7c98ee82e7f17dda8 100644 --- a/landing/lenses/119850.json +++ b/landing/lenses/119850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1513,7 +1513,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1535,7 +1535,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1553,8 +1553,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/120030.json b/landing/lenses/120030.json index 2d799e6d441e4403b9df4404937003ee9c3b7b35..7258cc85d5069015f0a1e03e6944ed2e34617e64 100644 --- a/landing/lenses/120030.json +++ b/landing/lenses/120030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120110.json b/landing/lenses/120110.json index 2c7395ab6cd41ee4dadf304b57778164c75661c0..5970988cc53cef001e4dbb568555c0380f091f81 100644 --- a/landing/lenses/120110.json +++ b/landing/lenses/120110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,19 +1061,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,17 +1140,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,7 +1219,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1228,7 +1228,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/120240.json b/landing/lenses/120240.json index c634902379b5f6a7ee6b9222d7a496fd9907dfd0..91a1a226e23a00b5231114cdfbdc53ded6f11656 100644 --- a/landing/lenses/120240.json +++ b/landing/lenses/120240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121440.json b/landing/lenses/121440.json index d1f8e7ef43ba3502ac6b99f9f3ce5972e6aa318c..917f5811ec449f4973646f16be3ee7d81ee6cfab 100644 --- a/landing/lenses/121440.json +++ b/landing/lenses/121440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,18 +618,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 21.75, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 18.94, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,15 +813,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 21.75, + "grade": "dCR-A+", + "score": 18.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 22.42, + "grade": "dCR-A", + "score": 19.57, "assumptions": { "scenarioStress": "moderate" } @@ -840,7 +840,7 @@ }, { "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-A-로 하락하는 경로가 현실화될 때", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", "sourceRef": "scenarios.moderateStress" } ], @@ -909,7 +909,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.04, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,19 +1060,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1218,7 +1218,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,12 +1462,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3433079352b4", + "target": "121440", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.736 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/121600.json b/landing/lenses/121600.json index 0c0ab2de20382832d2533ffa676f4f8eeec2f4de..8dba6c057245a6b5b59f766a4bb37486e7cba552 100644 --- a/landing/lenses/121600.json +++ b/landing/lenses/121600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121800.json b/landing/lenses/121800.json index 55840bf4f046a68ea22ea2a6caf2ca66eb2985be..53cb9173880eaf097143cd161e60b1a46c59d0db 100644 --- a/landing/lenses/121800.json +++ b/landing/lenses/121800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,7 +1119,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121850.json b/landing/lenses/121850.json index d1cab9737051bf2edc1ab295b315b4de359a8002..193652ef773542b85064d047f367fa19caf237ef 100644 --- a/landing/lenses/121850.json +++ b/landing/lenses/121850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "자본구조 축이 88점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 1125.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 1162.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/121890.json b/landing/lenses/121890.json index 0b39b489e8847a8cd6f95c608eeda1aba43e9083..c09586f6e07be8f0469142cc93948cf64615f53f 100644 --- a/landing/lenses/121890.json +++ b/landing/lenses/121890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,10 +1112,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122310.json b/landing/lenses/122310.json index d9a8e06963a428704e550124bf6e35bc148a9761..56aae99c011564041873420e2be1ea93648b5c63 100644 --- a/landing/lenses/122310.json +++ b/landing/lenses/122310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122350.json b/landing/lenses/122350.json index f35f5f0569d827c6608d2254120e623d5b2d4c5f..6ffbbf2da97b0592e4fff2122bced08ace9786c6 100644 --- a/landing/lenses/122350.json +++ b/landing/lenses/122350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "채무상환능력 축이 49점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.89%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.49%). 최근 주가 하락이 반영된 결과", "D/EBITDA 21.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122450.json b/landing/lenses/122450.json index 4f1dcfd8888ce2b66cecedab0aab01d84a00d7f2..7e1781a871e67d9fbafcb198e23353dc099fc8bd 100644 --- a/landing/lenses/122450.json +++ b/landing/lenses/122450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122640.json b/landing/lenses/122640.json index f5d468464dd516f45f3c560ee05298db138ecccb..3f68eaa26055e0237b0940afd8bcb4a94c6e50ff 100644 --- a/landing/lenses/122640.json +++ b/landing/lenses/122640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122690.json b/landing/lenses/122690.json index 52c4a05aea9ddeb7da60f91f2a8b7f8d8aeddb03..6d8b5096375dae175b91f10bf290e27c323d319c 100644 --- a/landing/lenses/122690.json +++ b/landing/lenses/122690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,7 +918,7 @@ "divergenceExplanation": [ "현금흐름 축이 58점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 15.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 34.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,19 +1062,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1095,8 +1095,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1220,7 +1220,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1229,7 +1229,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122830.json b/landing/lenses/122830.json index 5be4db439f85d90afd99ad723b0f65fad10eed08..7a1eb6b887a38d93a4988885bde58414d0415ce7 100644 --- a/landing/lenses/122830.json +++ b/landing/lenses/122830.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/122870.json b/landing/lenses/122870.json index 6997271025f7525959fbd75fe07e406a65ec6b34..d0730961a44c12ea429b806ed5e2673e18c53b75 100644 --- a/landing/lenses/122870.json +++ b/landing/lenses/122870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122900.json b/landing/lenses/122900.json index 7a12c125fc5bb0afcfd820744c69ff63468eb17b..7a5193c55469302cd50e3656245e490ce357270b 100644 --- a/landing/lenses/122900.json +++ b/landing/lenses/122900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/122990.json b/landing/lenses/122990.json index 6b010d717acda567817ab1ec396c9b82f7091ce5..562cb5d50a247b818b13dd0c3d9da445448279ac 100644 --- a/landing/lenses/122990.json +++ b/landing/lenses/122990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123010.json b/landing/lenses/123010.json index d7096bbcdecffe3bd36ec40e001537019f464e5d..7f57216f4af6553a8b2fdeb60ba186183b933dc0 100644 --- a/landing/lenses/123010.json +++ b/landing/lenses/123010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123040.json b/landing/lenses/123040.json index 6d1939653a45f0241bcbc9ce8aec9eef593069a5..c56d1c6cfe583ebfe1eb444642c4594568c92a2d 100644 --- a/landing/lenses/123040.json +++ b/landing/lenses/123040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "자본구조 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 6.87%). 최근 주가 하락이 반영된 결과", "D/EBITDA 16.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,15 +1059,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:57af896dd21d", - "target": "123040", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.393 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123330.json b/landing/lenses/123330.json index b4b026b8ccfbbfd213ae013115dadf3fefe954a4..63b665887209c141b52f257a90a359003af0fa5a 100644 --- a/landing/lenses/123330.json +++ b/landing/lenses/123330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-AA-", - "summary": "dCR 위험점수 9.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A+", + "summary": "dCR 위험점수 10.31, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA-", - "score": 9.31, + "grade": "dCR-A+", + "score": 10.31, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA-", - "score": 9.54, + "grade": "dCR-A+", + "score": 10.54, "assumptions": { "scenarioStress": "moderate" } @@ -906,7 +906,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.03, + "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123410.json b/landing/lenses/123410.json index 3e21386052d202802dd97ede7e74f7d8ed8a9237..3df010efe35db5bf4b4149d9ff039fdc57ba20ff 100644 --- a/landing/lenses/123410.json +++ b/landing/lenses/123410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 2.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 1.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/123420.json b/landing/lenses/123420.json index 1b1eb8dfce32d93960feb7c14b5dd4c626bebed4..7b4976178f4f84850ab33b2e6169c0c1badc598a 100644 --- a/landing/lenses/123420.json +++ b/landing/lenses/123420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:222a9e6f13eb", - "target": "123420", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/123570.json b/landing/lenses/123570.json index 44627adc1de89b2eca3db7f3f8d860c79b842793..b971bdc0f5fc09abe68633ccf2373003b36fb6f9 100644 --- a/landing/lenses/123570.json +++ b/landing/lenses/123570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123690.json b/landing/lenses/123690.json index 65c58d5984f76a0ed47f02ff027c1bf2847c18d4..ba193a703256f9beb294c1c56f870e79987c6431 100644 --- a/landing/lenses/123690.json +++ b/landing/lenses/123690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123700.json b/landing/lenses/123700.json index 60ed656ed8818b47afe2115143799fb3bbca5fee..56bf1f32b584e5d10ccbb1c196ebec5016ea2ba9 100644 --- a/landing/lenses/123700.json +++ b/landing/lenses/123700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1283,10 +1283,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123750.json b/landing/lenses/123750.json index 49e5c876802202c4223845d7632c07d5b2302d5b..d3ad8c24bd471e2d5b85eb9cf7b80a646ccf3cb5 100644 --- a/landing/lenses/123750.json +++ b/landing/lenses/123750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1299,10 +1299,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1353,7 +1353,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123840.json b/landing/lenses/123840.json index 372c2db4ed8d39c81ca734f61a27c5113417048f..527e3bc85a992b70e55c92a790eebc785069c987 100644 --- a/landing/lenses/123840.json +++ b/landing/lenses/123840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 487.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 497.92%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123860.json b/landing/lenses/123860.json index 5e1ffe244662c79e6ca9ebdbf6e62373c8862385..4d54de3a753091fcaf2187e705a6e480e7f6657c 100644 --- a/landing/lenses/123860.json +++ b/landing/lenses/123860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,7 +925,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 2.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,10 +1253,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/123890.json b/landing/lenses/123890.json index 0c6110649ebb725deecc9248c023f3e8eee20c28..be46e76f00d9ffa8b833017cda295ac404a90ed7 100644 --- a/landing/lenses/123890.json +++ b/landing/lenses/123890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -484,13 +484,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,19 +717,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -750,8 +750,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -796,17 +796,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -816,7 +816,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -841,7 +841,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -875,7 +875,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -884,7 +884,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -916,10 +916,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -939,7 +939,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -947,7 +947,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/124500.json b/landing/lenses/124500.json index 0ddc9c7abae13ed6b71b71725d2a4002da40b074..a17770313e8437a283421e2d8d4f1652c817bbf9 100644 --- a/landing/lenses/124500.json +++ b/landing/lenses/124500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/124560.json b/landing/lenses/124560.json index fb126ea7b797858b1046d21c45274f6ea6cb2469..cfb372c01b6d2eda9cdd4c74ce150a1ab8502bcf 100644 --- a/landing/lenses/124560.json +++ b/landing/lenses/124560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,10 +1241,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125020.json b/landing/lenses/125020.json index 7907fb763a4a443380151285b6ecb81ecf0bca8c..fce02b279d6ef05580214b5ab352849ac0437d3d 100644 --- a/landing/lenses/125020.json +++ b/landing/lenses/125020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/125210.json b/landing/lenses/125210.json index 285ddb86a81bcde1bf331a8bc8f7c78dffe2017a..bcc1c46652dfe270e72cfa4975d112d490374bc2 100644 --- a/landing/lenses/125210.json +++ b/landing/lenses/125210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -598,18 +598,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.74, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.49, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,15 +793,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 28.74, + "grade": "dCR-BBB", + "score": 26.49, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 30.45, + "score": 28.2, "assumptions": { "scenarioStress": "moderate" } @@ -817,6 +817,11 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -884,11 +889,10 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 5.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -903,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1076,7 +1080,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,8 +1484,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/125490.json b/landing/lenses/125490.json index ed2f56668d79805fb77d81112fbb593dfdad438f..f07f9a0f68758c8c222daaeb5f202b20d5f84f9a 100644 --- a/landing/lenses/125490.json +++ b/landing/lenses/125490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126340.json b/landing/lenses/126340.json index 926b19a5dc7783eff0611678c04ba768cde6bb09..61974a365389fea7d297239c7a6aecbaacf5a314 100644 --- a/landing/lenses/126340.json +++ b/landing/lenses/126340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.67, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 54.59, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.67, + "score": 54.59, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.12, + "grade": "dCR-B", + "score": 55.15, "assumptions": { "scenarioStress": "moderate" } @@ -800,6 +800,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -860,7 +865,7 @@ "divergenceExplanation": [ "현금흐름 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 22.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 80.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 53.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -877,14 +882,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,10 +1009,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1050,7 +1055,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1075,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1097,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1189,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1203,10 +1208,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126560.json b/landing/lenses/126560.json index 0f90de1f68e3c0f8f2cc8f233a60874b8caff37f..724ce49059f3544e119d78f7359edd418e5add33 100644 --- a/landing/lenses/126560.json +++ b/landing/lenses/126560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126600.json b/landing/lenses/126600.json index 3d91d414c9986ff2a6c7a432c523477f18386a3d..b003e4cfca72e917d6f4f54417c42410dbfedc18 100644 --- a/landing/lenses/126600.json +++ b/landing/lenses/126600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,10 +1144,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126640.json b/landing/lenses/126640.json index ee27bf875265d57b528b26bfcef7214845883f09..3629b6f6332046f1716731b7470b56143b02b9a4 100644 --- a/landing/lenses/126640.json +++ b/landing/lenses/126640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126700.json b/landing/lenses/126700.json index 2b43119cbe83cd96ace7f47555fe860b17384f22..3f0972a4a77a356d5aca8b0237976c8402796cff 100644 --- a/landing/lenses/126700.json +++ b/landing/lenses/126700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 28.55, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 30.80, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 28.55, + "score": 30.8, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 28.56, + "score": 30.81, "assumptions": { "scenarioStress": "moderate" } @@ -910,6 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126720.json b/landing/lenses/126720.json index bfcf6f4cc1f5caba7e6ab1bd3e6b14f4d3ffe325..627ae8e9d11c11ea0070dd63175c9cb75c473fea 100644 --- a/landing/lenses/126720.json +++ b/landing/lenses/126720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,10 +1184,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126730.json b/landing/lenses/126730.json index 830c4427822b106ac8770860dd9875228376a31d..38c8a474d72612dc8832d184029229abe6593e5c 100644 --- a/landing/lenses/126730.json +++ b/landing/lenses/126730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -747,7 +747,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -789,8 +789,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -825,7 +825,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -900,10 +900,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -931,7 +931,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126870.json b/landing/lenses/126870.json index f3d004421c9b5cfcf02aec579bef7eec2ec93cfd..94a3d3add8918f2cbaa357686f1b67076fc83067 100644 --- a/landing/lenses/126870.json +++ b/landing/lenses/126870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/126880.json b/landing/lenses/126880.json index 87684a288adb937e03b3deddb9f7b08cfbce19d0..7cfc74d125a6730141aa64750d599d8c4833639a 100644 --- a/landing/lenses/126880.json +++ b/landing/lenses/126880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127120.json b/landing/lenses/127120.json index 1a1b1cab635ee425018c3281338f8ff3f0408929..359d3b28fc117ef559fdd55f30c8f16021ba1684 100644 --- a/landing/lenses/127120.json +++ b/landing/lenses/127120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127710.json b/landing/lenses/127710.json index 28bd1aa123a5d37a8efff155a4e451055251e3ec..b7739223516e9be9653f74f25a9771ffc07e65fb 100644 --- a/landing/lenses/127710.json +++ b/landing/lenses/127710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/127980.json b/landing/lenses/127980.json index c799207ec9b3c75534881cfe2db65e69315c3e4e..c0ef22a292f86b4f393548d41bc647560716e988 100644 --- a/landing/lenses/127980.json +++ b/landing/lenses/127980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1002,7 +1002,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128540.json b/landing/lenses/128540.json index 48d95ecbcba127f857a025971b347340e7c3b453..3fb08378e5718813ebb6b685744cb6f8aa07c2ec 100644 --- a/landing/lenses/128540.json +++ b/landing/lenses/128540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128660.json b/landing/lenses/128660.json index 9b504a1968080cdf8f0efbd326fedf2e319d171d..41756708077dd1577949d1e7fa19c2beb222e8d2 100644 --- a/landing/lenses/128660.json +++ b/landing/lenses/128660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,15 +1503,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/128820.json b/landing/lenses/128820.json index bbb2cb98105be1edc8d7c3c076637d4158949296..5862dca1bda478a164bb2761f3dc5271ba8c547c 100644 --- a/landing/lenses/128820.json +++ b/landing/lenses/128820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1303,10 +1303,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1357,7 +1357,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/128940.json b/landing/lenses/128940.json index 1ac109b560cd095b4d3ee333f4acc1b63f295cfe..b9d0bb63c080b3f36f10eca92452305ba1bfc39d 100644 --- a/landing/lenses/128940.json +++ b/landing/lenses/128940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 4.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 3.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,88 +1455,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:512e55056526", - "target": "128940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.67 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/129260.json b/landing/lenses/129260.json index 2041a67f88990f4f4065dc5625571fea3eb1d715..166f064901ae2a74e9ddc980f59d97868b141c76 100644 --- a/landing/lenses/129260.json +++ b/landing/lenses/129260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129890.json b/landing/lenses/129890.json index b616029f344c2d36de1a3ff47c84249583fb4c2c..fffc914f79630a4776d33626cda6abecb912e092 100644 --- a/landing/lenses/129890.json +++ b/landing/lenses/129890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -961,7 +961,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -974,7 +974,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1043,7 +1043,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1105,10 +1105,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1124,10 +1124,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/129920.json b/landing/lenses/129920.json index 70a79af3097f0287cfc79a7e63fd6d2a736ad519..92aa1b6f7c060b48b8542ede63308200888eec13 100644 --- a/landing/lenses/129920.json +++ b/landing/lenses/129920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -496,13 +496,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -564,7 +564,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130500.json b/landing/lenses/130500.json index 254ea16d19e872a66fa5319997727271279ed9ad..19eed8a77747a68bae46c8819f19f5e14f421dd5 100644 --- a/landing/lenses/130500.json +++ b/landing/lenses/130500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,8 +1149,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1185,7 +1185,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1241,10 +1241,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1260,10 +1260,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130580.json b/landing/lenses/130580.json index 9647105f411611ee5f317c9adcf3d60cf768a940..bf5d1b4ff52f4b2055254670bfeb89fa132af2aa 100644 --- a/landing/lenses/130580.json +++ b/landing/lenses/130580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130660.json b/landing/lenses/130660.json index 9058a7245c8a9e165b128dd0bd6839105cc3bbe1..d112ea81841dec1a501d19271cd75c828215d70d 100644 --- a/landing/lenses/130660.json +++ b/landing/lenses/130660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/130740.json b/landing/lenses/130740.json index 620cc2b72cdbd7b206dd28e6a6cb51fcad3bebda..2acfc9020bb2d1c17e8da7895113844d48ded6e4 100644 --- a/landing/lenses/130740.json +++ b/landing/lenses/130740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131030.json b/landing/lenses/131030.json index 150b2b61baec4cb373c4fbf405a8836966ca6b73..ddc9c6fe2fdfb458544dcad2e9d48d083b438eb1 100644 --- a/landing/lenses/131030.json +++ b/landing/lenses/131030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131090.json b/landing/lenses/131090.json index e86b0f10fe4b77b5866c4ac2d756d51fc38d2ff6..f9426be00db3e1882af4b26532acc914ffb72170 100644 --- a/landing/lenses/131090.json +++ b/landing/lenses/131090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,7 +1200,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1209,7 +1209,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131100.json b/landing/lenses/131100.json index 3c598dfaa321b8a06d9b280e1fe1368aac3e2301..64ea67385c3fb6e55f082dd3d5289e8cda223261 100644 --- a/landing/lenses/131100.json +++ b/landing/lenses/131100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -926,7 +926,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -941,14 +941,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1068,19 +1068,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1094,8 +1094,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,17 +1139,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,13 +1210,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1225,7 +1225,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,10 +1284,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131180.json b/landing/lenses/131180.json index 82dc1e68b89e4554d9a3aac4e35edc8efd729410..1e706f535e2d39eb87e9d0bf308a0b6ca973b1fb 100644 --- a/landing/lenses/131180.json +++ b/landing/lenses/131180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -939,14 +939,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1066,19 +1066,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,17 +1137,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131220.json b/landing/lenses/131220.json index 36207d3bf78659820aa00445ee6b91b2d27a6a2f..3f26e060f8eb357c35f5194134cc1dbe95bc7e70 100644 --- a/landing/lenses/131220.json +++ b/landing/lenses/131220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131290.json b/landing/lenses/131290.json index 9bf84849c083e3b67d4950d5f00be0cb1409e93a..78349e6dd5ce0c2d2d2615b1d7549abf363e766b 100644 --- a/landing/lenses/131290.json +++ b/landing/lenses/131290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131370.json b/landing/lenses/131370.json index 060e70f31727811c681159aa547da8ff5ad1f67c..8ee77877f0be50e75090dbb7f2dcf462c90c4119 100644 --- a/landing/lenses/131370.json +++ b/landing/lenses/131370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "pdEstimate": 0.04, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.51%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131400.json b/landing/lenses/131400.json index 4f8d85e1e1f274f520cac3b73573b83222d4f6a3..6b718dab8780763c084c2cc1ef5697f22071890d 100644 --- a/landing/lenses/131400.json +++ b/landing/lenses/131400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131760.json b/landing/lenses/131760.json index c6daa37030f80914b1def648f676a01d0b754592..9b8a697d41baaf5a3e2b81e1b1d70b8e1d5ce730 100644 --- a/landing/lenses/131760.json +++ b/landing/lenses/131760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 64.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,19 +1052,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/131970.json b/landing/lenses/131970.json index 2d15aa113cd10815e6e20e35b38f36822571fa63..a566fb3938be5351946574c5646e9b8d1115adae 100644 --- a/landing/lenses/131970.json +++ b/landing/lenses/131970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1115,10 +1115,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1205,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1224,10 +1224,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133750.json b/landing/lenses/133750.json index 2d5000e98dab68cb02ba25d7f0c00d8483136259..463a5cb55be84cfe2b5e2f62125b97e860da7c3b 100644 --- a/landing/lenses/133750.json +++ b/landing/lenses/133750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,10 +1129,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/133820.json b/landing/lenses/133820.json index 65cf772e2507d7b042b82dc484636584da54a165..e683beab88f4dc20b67154fffe1175474b7dfa9a 100644 --- a/landing/lenses/133820.json +++ b/landing/lenses/133820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 21.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 18.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 50.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,10 +1279,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1557,7 +1557,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1579,7 +1579,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1597,15 +1597,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/134060.json b/landing/lenses/134060.json index 5cd40787a3cf8f1fac8de63c4ded49fa8638455e..a21f826802f0589c48735422ca68cac74e231c70 100644 --- a/landing/lenses/134060.json +++ b/landing/lenses/134060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134380.json b/landing/lenses/134380.json index d8ab39942bd7b550b7907e627a56061a2389e861..aca4ee2668d682631c7d77c635335268329410c1 100644 --- a/landing/lenses/134380.json +++ b/landing/lenses/134380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,10 +1110,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134580.json b/landing/lenses/134580.json index b565edd7311174ba5d8a7792ef0f748f05b9066c..1196a7b6beca3c890428def1f955e05f9803eada 100644 --- a/landing/lenses/134580.json +++ b/landing/lenses/134580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/134780.json b/landing/lenses/134780.json index 14888f166674d7870e8ec59be9208c00044a7a3e..bc10a79ef70e0f970efec075db346d5d8e4d0c0e 100644 --- a/landing/lenses/134780.json +++ b/landing/lenses/134780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/134790.json b/landing/lenses/134790.json index 67524d193fce873f17bd48d2aa81a1c79055b661..d185751a0c0b7eb271e3dbe1b6deabb2cdb6ede7 100644 --- a/landing/lenses/134790.json +++ b/landing/lenses/134790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/135160.json b/landing/lenses/135160.json index fdae2ee5ea6cb0a55c0fe2523cd9e56af01872b3..361e953b0f3741d3b93ad37ef821f44335d0744c 100644 --- a/landing/lenses/135160.json +++ b/landing/lenses/135160.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136150.json b/landing/lenses/136150.json index fb16ae1100e0127831340cf9b470dd72755487cf..d7795d7ad0542c46b0ff5d6396cca371a58e74e2 100644 --- a/landing/lenses/136150.json +++ b/landing/lenses/136150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,7 +524,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136410.json b/landing/lenses/136410.json index da49f698ad875c07c2285e72241157372fbbb397..bcc9e20a4400eb46ea3c49f0e7023c6fcd556e4c 100644 --- a/landing/lenses/136410.json +++ b/landing/lenses/136410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,7 +841,7 @@ "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,88 +1385,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:a118077a0327", - "target": "136410", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/136480.json b/landing/lenses/136480.json index a0d730f992899bc97c1723bcee18e02108887118..6e3b0e10c353b86e7ef0adf0dfdbe71cd5ff100a 100644 --- a/landing/lenses/136480.json +++ b/landing/lenses/136480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1559,7 +1559,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1581,7 +1581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1599,8 +1599,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/136490.json b/landing/lenses/136490.json index e8129ed7b2f9f790967ab35ea676662a6cd2e514..1b235169bd466b1ef5d7a69a2e9ab468d01cf31f 100644 --- a/landing/lenses/136490.json +++ b/landing/lenses/136490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -628,13 +628,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -753,7 +753,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/136510.json b/landing/lenses/136510.json index 5aa0540ed6a9543db63428dac04cd410455da964..9a7583854cd190a65b0c862b1f6c14c7f4c0fd1e 100644 --- a/landing/lenses/136510.json +++ b/landing/lenses/136510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/136540.json b/landing/lenses/136540.json index fb7b4b243c4e08fd74c822fdf0fc0c6ebab2fa63..388ca044640268a2eb80ea35ee6baa82badbe3ac 100644 --- a/landing/lenses/136540.json +++ b/landing/lenses/136540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137080.json b/landing/lenses/137080.json index b9d5bcb83c200edcec3fc2391aaf60731ca8689b..6d491e9db08ad4e98d3f8a3d98a3d3a2df033e13 100644 --- a/landing/lenses/137080.json +++ b/landing/lenses/137080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137310.json b/landing/lenses/137310.json index c553ec9f744e9303981018f074d3390e154a9309..d85539d1bd1858c5ba79e7703d224e88f21db87d 100644 --- a/landing/lenses/137310.json +++ b/landing/lenses/137310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,15 +920,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137400.json b/landing/lenses/137400.json index 7be10bd0a2c4993dcf85db37c2794c2f92bbc43e..64206985bdc552a56584c4365c7b9a6dbed94874 100644 --- a/landing/lenses/137400.json +++ b/landing/lenses/137400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "현금흐름 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 9.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 9.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/137940.json b/landing/lenses/137940.json index 782b8b66cc4521b74f2f0eabc6804ba5e379e853..b6a24966e4663351c468a96b5cfe3c72c243029c 100644 --- a/landing/lenses/137940.json +++ b/landing/lenses/137940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,88 +1454,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c14501998e7b", - "target": "137940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/137950.json b/landing/lenses/137950.json index 744d391834313dfd62dd7c21243556e86df0beb9..616e95aaf7d784d74c65fb6092f55e7b7d80fc3f 100644 --- a/landing/lenses/137950.json +++ b/landing/lenses/137950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,10 +1271,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1289,10 +1289,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138040.json b/landing/lenses/138040.json index ec4bf1f43d5e19bde0489faa5fcb7e18424002b3..cedd79e6261c6605fa510c3ff37b9b3ef3a81c1a 100644 --- a/landing/lenses/138040.json +++ b/landing/lenses/138040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -726,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,10 +779,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -991,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138070.json b/landing/lenses/138070.json index 56d7ae8a27532af3dc7dbe413fb22ebb95951d34..d34f65a52934dafa9c3c4b7365c552ccae320777 100644 --- a/landing/lenses/138070.json +++ b/landing/lenses/138070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138080.json b/landing/lenses/138080.json index f77cf84bd74fd594470e4699a71dc8a8a15ca103..d3ab8e130803dfffceabae532c22c0381365e563 100644 --- a/landing/lenses/138080.json +++ b/landing/lenses/138080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 40.06, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.35, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 40.06, + "score": 40.35, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.79, + "score": 40.97, "assumptions": { "scenarioStress": "moderate" } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138360.json b/landing/lenses/138360.json index 0efbb3454e335f51744d96c3e8483da559973721..64c4f2c67d04ac23958402a78250fa762baf21c2 100644 --- a/landing/lenses/138360.json +++ b/landing/lenses/138360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,18 +631,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 30.77, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 32.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,15 +826,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 30.77, + "grade": "dCR-BB+", + "score": 32.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 31.59, + "grade": "dCR-BB+", + "score": 33.15, "assumptions": { "scenarioStress": "moderate" } @@ -917,7 +917,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1114,10 +1114,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138490.json b/landing/lenses/138490.json index 55e5b0bb6633112814f021c2c80563924b1876b8..ad93656c9de518bfaaea92d3ecf5fc19753289e1 100644 --- a/landing/lenses/138490.json +++ b/landing/lenses/138490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-27", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-27", "period": "2025", "status": "derived", @@ -1129,7 +1129,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-27", "period": "2025", "status": "observed", @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138610.json b/landing/lenses/138610.json index a9430390e003c6b11f051ae1c2fe575bac247816..7000486c746dd76165981701fe83fe9813000345 100644 --- a/landing/lenses/138610.json +++ b/landing/lenses/138610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1011,7 +1011,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/138930.json b/landing/lenses/138930.json index 7c67d296f84d049be345c24fadc3fa7988553f21..92fb9f4910024595bb677d7b231cdefaf5bef9cb 100644 --- a/landing/lenses/138930.json +++ b/landing/lenses/138930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -670,19 +670,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -703,8 +703,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -716,7 +716,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -736,8 +736,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -749,17 +749,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -769,7 +769,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -794,7 +794,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -828,7 +828,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -837,7 +837,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -869,10 +869,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -892,7 +892,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -900,7 +900,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1138,12 +1138,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:38a661826381", + "target": "138930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.803 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139050.json b/landing/lenses/139050.json index 64eb337da532c069e8331ce158e341996d703a47..2a87a16643e70f6fe3590e99c88eb9c2dbd00bb7 100644 --- a/landing/lenses/139050.json +++ b/landing/lenses/139050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-07", "period": "2025", "status": "derived", @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-07", "period": "2025", "status": "observed", @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139130.json b/landing/lenses/139130.json index 358db7552bd7cfd8d2cd750f70893221c657347e..dac67da5f660e7be886ad48a5f582e2e78fb74ab 100644 --- a/landing/lenses/139130.json +++ b/landing/lenses/139130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -671,19 +671,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -750,17 +750,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -829,7 +829,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -838,7 +838,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1139,12 +1139,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b3633e157637", + "target": "139130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.241 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139480.json b/landing/lenses/139480.json index 76e3e890fbd1180cf6134c8eb66bede480953ef7..f33957cfd85cc7a75e30bc10a751ecc2e257c618 100644 --- a/landing/lenses/139480.json +++ b/landing/lenses/139480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1508,88 +1508,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c517df2f854", - "target": "139480", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.338 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/139670.json b/landing/lenses/139670.json index 8e07ea6948c35582d224a0f225f9b84e7306631f..85f97d8f3eab75f7460b05b642734d3e058d5fc6 100644 --- a/landing/lenses/139670.json +++ b/landing/lenses/139670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/139990.json b/landing/lenses/139990.json index 4af255ed6ffd3b4e4753ea425e7bc3ad0e7f91c0..6cd64ba2b695f542fa36e7ef50ff2e880b4a6295 100644 --- a/landing/lenses/139990.json +++ b/landing/lenses/139990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "자본구조 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 19.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 19.94%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140070.json b/landing/lenses/140070.json index 21a1d4118efaa21a8f5fec9e753edff1bc1d83bf..3cdcd6b4c5c99261414d8b6aa342b13c33f1dc38 100644 --- a/landing/lenses/140070.json +++ b/landing/lenses/140070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140410.json b/landing/lenses/140410.json index 18773b3d44af55fdde3202595f0f75dfe2a09119..46df03985b3609d76ece14ea8028c697d87b7869 100644 --- a/landing/lenses/140410.json +++ b/landing/lenses/140410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -902,10 +902,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -988,10 +988,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140430.json b/landing/lenses/140430.json index 15382e9d78ce6064e4a9ea4a7b02bf249a364fbf..fe8659febbefe75eae69d1e59df30dec6f1e512c 100644 --- a/landing/lenses/140430.json +++ b/landing/lenses/140430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 14.85%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -761,14 +761,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -907,8 +907,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -920,8 +920,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,10 +938,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -951,7 +951,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140520.json b/landing/lenses/140520.json index a5d29d872407802a9be9674a827bb7d0a0d20822..637d12f1207a1be248daee9c814f653e27ed259a 100644 --- a/landing/lenses/140520.json +++ b/landing/lenses/140520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,10 +1054,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140670.json b/landing/lenses/140670.json index cb3dd8bc1fc2c9ef2e989399deef31eb37fea709..ba764439ae9d5bc6ced700aecd7ce36b3d18f87a 100644 --- a/landing/lenses/140670.json +++ b/landing/lenses/140670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,18 +612,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.13, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 28.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,15 +807,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.13, + "grade": "dCR-BBB-", + "score": 28.68, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.51, + "grade": "dCR-BBB-", + "score": 29.13, "assumptions": { "scenarioStress": "moderate" } @@ -898,11 +898,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 9.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/140860.json b/landing/lenses/140860.json index edb891b94cf09da8dfcc1cd344b0cff6cad10551..dd3bbb51c8ca0d1835aa3e68c30350baa6c761dd 100644 --- a/landing/lenses/140860.json +++ b/landing/lenses/140860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/140910.json b/landing/lenses/140910.json index c2024014ecc16020f40ad0ac1f73e31f703b1ae7..30feda45731d499a3aa4c133eb090a6fd7d0a672 100644 --- a/landing/lenses/140910.json +++ b/landing/lenses/140910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-09", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-09", "period": null, "status": "derived", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-09", "period": null, "status": "observed", @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1263,10 +1263,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141000.json b/landing/lenses/141000.json index af378e0d0cddce8cd9c82bf8c16578fa05035569..3034640a447708c673a2cef5566ba7c1dc6fcfc2 100644 --- a/landing/lenses/141000.json +++ b/landing/lenses/141000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/141080.json b/landing/lenses/141080.json index 1800b6202d2fbbd64bc44ef89d95a4347b97af21..8cd5861251dc4efc642fa6a22c187c31c7aadba0 100644 --- a/landing/lenses/141080.json +++ b/landing/lenses/141080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142210.json b/landing/lenses/142210.json index bb3b2baeb523e7195b695b8151c52ff81a8f4216..2604c086d4152c0ed8902dd2885dee7befc575b7 100644 --- a/landing/lenses/142210.json +++ b/landing/lenses/142210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1205,13 +1205,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/142280.json b/landing/lenses/142280.json index ab991c1c5296d61836fb64717a1a997749116ba6..0764cd3ea8cee244625d52360d06b1745e230923 100644 --- a/landing/lenses/142280.json +++ b/landing/lenses/142280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1455,12 +1455,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:163b92c574fc", + "target": "142280", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.679 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/142760.json b/landing/lenses/142760.json index f61991d5c49a30c9724a818451e59fc07533c47a..7c9b37adfbbe33c1dcc78d1d3eed6bf5be9824ca 100644 --- a/landing/lenses/142760.json +++ b/landing/lenses/142760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 3937.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 4599.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143160.json b/landing/lenses/143160.json index b0d35236c258f9002e6cd0b36aa87c3d87d70b79..0a27365b15ef44331f6640c2c7b6718ab02354fe 100644 --- a/landing/lenses/143160.json +++ b/landing/lenses/143160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143210.json b/landing/lenses/143210.json index d1f316a269f5948f53604af4d15e82ef5352a3fa..5f4635bbbbb4b969b4fc02070ef9417b8c3323d3 100644 --- a/landing/lenses/143210.json +++ b/landing/lenses/143210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2022", "status": "derived", @@ -1132,7 +1132,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-23", "period": "2022", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143240.json b/landing/lenses/143240.json index b1006be9c8b5c821a4577a58eeb1e86788d4c5fd..ffd5625f75a48854902312abc83bfa2df47fd2c9 100644 --- a/landing/lenses/143240.json +++ b/landing/lenses/143240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -838,14 +838,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -998,8 +998,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1031,8 +1031,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,10 +1051,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1145,10 +1145,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1164,10 +1164,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/143540.json b/landing/lenses/143540.json index 89470d3748b6359c362e9b994510dac91fa2247f..a74a5cf8ebd80b7230c7356cee1612a48706cadb 100644 --- a/landing/lenses/143540.json +++ b/landing/lenses/143540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/144510.json b/landing/lenses/144510.json index a28fabb8df1ccd02ee170af4476e9eb978443a30..57ee7e326f0a41f54b6c04250f9d4816b516a6de 100644 --- a/landing/lenses/144510.json +++ b/landing/lenses/144510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 78점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 20.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/144960.json b/landing/lenses/144960.json index 363ba6aff1b9104a20f971cee1d859f674435eb4..4aed4ffa5f7559ee010413c347a18f6e0cbf657c 100644 --- a/landing/lenses/144960.json +++ b/landing/lenses/144960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1296,10 +1296,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1350,7 +1350,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145020.json b/landing/lenses/145020.json index 7a75532ce147b162409bbdbe8422f6f3998e2dd8..2158a46276b525403d80ed0967bfc5442e7a54ce 100644 --- a/landing/lenses/145020.json +++ b/landing/lenses/145020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:94e2f8ae9717", - "target": "145020", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145170.json b/landing/lenses/145170.json index 62594c3aac2c157e36fd806d166b68c25a7bcc46..c85a2b8c917da59bba7de0e54b13059408fa3d3d 100644 --- a/landing/lenses/145170.json +++ b/landing/lenses/145170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -702,10 +702,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -790,8 +790,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145210.json b/landing/lenses/145210.json index 3b02fbd23a3f245188afe3c65f64375128fc7409..0b09835b3aa25c007d3bfb9e1c074161ca0f77c1 100644 --- a/landing/lenses/145210.json +++ b/landing/lenses/145210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -545,13 +545,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -651,7 +651,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,7 +836,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 51.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.14%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-24", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-24", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-24", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,10 +1196,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1214,10 +1214,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145270.json b/landing/lenses/145270.json index 0d5e5100e013f869c827cc0861e76d10a7066541..5ab1cbe1365f8c8c09ca0044f4d33f8cc4041e34 100644 --- a/landing/lenses/145270.json +++ b/landing/lenses/145270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1326,7 +1326,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1342,7 +1342,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/145720.json b/landing/lenses/145720.json index 2110588afe03e2f1933338f1c24d3024d1972cce..07fb9f3e0281ad8aa8aa3f02a3ccbdce0bfc12aa 100644 --- a/landing/lenses/145720.json +++ b/landing/lenses/145720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d24db159b05a", - "target": "145720", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.362 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/145990.json b/landing/lenses/145990.json index 433a469061c222a9713e5afa4f1718fa0cdd48f6..54045a7fe0fa814eb3b1efd5dbbda4266a64e4e1 100644 --- a/landing/lenses/145990.json +++ b/landing/lenses/145990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146060.json b/landing/lenses/146060.json index 9e9aa755fd7ffe958db5fb85b4d01d69dedbdd4e..e6032a2faf388d36e5fa1d037819cb97f6e57a33 100644 --- a/landing/lenses/146060.json +++ b/landing/lenses/146060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,7 +814,7 @@ "divergenceExplanation": [ "유동성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 5.62%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -829,14 +829,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -956,10 +956,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -989,7 +989,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1080,7 +1080,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/146320.json b/landing/lenses/146320.json index 1e89dc002c746dac497e7ae8f98139ae4d3ecdf8..c885d1492ffc5e117bcb67a124bdd2041774ab41 100644 --- a/landing/lenses/146320.json +++ b/landing/lenses/146320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -698,14 +698,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -825,10 +825,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -871,7 +871,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -891,8 +891,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -913,8 +913,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1051,10 +1051,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147760.json b/landing/lenses/147760.json index fd0eb855664b7b58b349aebf6e781187ae64b8b6..a3696e25dbb4d7ba7d9f6776366c06e928b2f6fa 100644 --- a/landing/lenses/147760.json +++ b/landing/lenses/147760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,10 +1238,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/147830.json b/landing/lenses/147830.json index a193d556fae22cf6742512a53587f68686bf68e4..f16217f0738f66534c0c254c41548a39f3d38492 100644 --- a/landing/lenses/147830.json +++ b/landing/lenses/147830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148140.json b/landing/lenses/148140.json index e2b36b07eaca73ffa341a934af30fcefe3d79682..2a2f106282520ea8ce780d1bc17475f6306ce20c 100644 --- a/landing/lenses/148140.json +++ b/landing/lenses/148140.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/148150.json b/landing/lenses/148150.json index a0c9b3536d241357c6c5a41dc74b163d5a0e97da..8c0e61f076047475f92e3bfd007f32f2691748de 100644 --- a/landing/lenses/148150.json +++ b/landing/lenses/148150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -803,14 +803,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -930,19 +930,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -963,8 +963,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -976,7 +976,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,17 +1009,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1088,7 +1088,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1097,7 +1097,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1147,10 +1147,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1165,10 +1165,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148250.json b/landing/lenses/148250.json index e2924db9a13989ba61a447a4d0a949c6ba18af2d..b7b2c4ce956152fd1802e88d09c45d24a3710b43 100644 --- a/landing/lenses/148250.json +++ b/landing/lenses/148250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 25.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 24.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148780.json b/landing/lenses/148780.json index 8b011ffe5d923dde807732d6075af4081073d891..63c0dcc544cbe973f3e5a8a80e6a6b4ad8a43439 100644 --- a/landing/lenses/148780.json +++ b/landing/lenses/148780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,10 +993,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/148930.json b/landing/lenses/148930.json index 042897fcecc46a322015924aa6eaa9e9d35e554c..030f1676c58657c701965374945cffc335d0fd8b 100644 --- a/landing/lenses/148930.json +++ b/landing/lenses/148930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -917,7 +917,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -930,7 +930,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -950,8 +950,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1324,7 +1324,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1342,15 +1342,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/149950.json b/landing/lenses/149950.json index 5951417857d685c19a1b701a2cb0a548421489d9..1d552859b01bf06ec09781349d9949e33cd26e57 100644 --- a/landing/lenses/149950.json +++ b/landing/lenses/149950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/149980.json b/landing/lenses/149980.json index dc2086c14425a3337de4522c850be7ee89378f11..33c3b052244a00fde1c8d40d1c5f68ef47d54a4c 100644 --- a/landing/lenses/149980.json +++ b/landing/lenses/149980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150840.json b/landing/lenses/150840.json index c9c63a873b7d8fb062f64be481bf10d93dd97c68..792928b3094a5faa254c8efb25a98f9f2421949c 100644 --- a/landing/lenses/150840.json +++ b/landing/lenses/150840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-23", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-23", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/150900.json b/landing/lenses/150900.json index bc9a1afb28b218c1cfcc7a509a0278d371d266e7..57a52f5ddc9c1d35462b1bf9a08c054e2f820c92 100644 --- a/landing/lenses/150900.json +++ b/landing/lenses/150900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 4.88, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.88, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 4.88, + "score": 3.88, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 5.11, + "grade": "dCR-AA+", + "score": 4.11, "assumptions": { "scenarioStress": "moderate" } @@ -839,11 +839,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-AA로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -928,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1088,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1101,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1179,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1222,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1235,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1457,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:bd9cefe1ba07", + "target": "150900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/151860.json b/landing/lenses/151860.json index bacd3f5801efbe43fc1d02643be3a3df9e77a861..98cadd9f8cbcd471457e75f1fcd9885dbdc0171a 100644 --- a/landing/lenses/151860.json +++ b/landing/lenses/151860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/151910.json b/landing/lenses/151910.json index 66d74dcbf2d4eab2e72c873c00a1f4acc50d89a0..03ec9b61aa1c817e11518994212d64838bb11c70 100644 --- a/landing/lenses/151910.json +++ b/landing/lenses/151910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -519,10 +519,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-25", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -551,7 +551,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-25", "period": null, "status": "derived", @@ -571,7 +571,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-11-25", "period": null, "status": "observed", @@ -659,10 +659,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -678,10 +678,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -705,10 +705,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -723,10 +723,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -737,7 +737,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -745,7 +745,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153460.json b/landing/lenses/153460.json index 3dbbb14cbb9b9eabc094095155b0552fbae1d244..fd33c40159fe9067da6d846bc7a85cae7d6b19d9 100644 --- a/landing/lenses/153460.json +++ b/landing/lenses/153460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153490.json b/landing/lenses/153490.json index cded4351f4a90c44fa22010e60a73341207df7a4..00ee3fdc6c1adae2d0d49e777164ff0dbac7acb9 100644 --- a/landing/lenses/153490.json +++ b/landing/lenses/153490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.39%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 7.31%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153710.json b/landing/lenses/153710.json index e6722ae1cd6e8d1c5bd637ddf9ab222b1135e4a6..b4695312e668dc8ada0b310adab264c2f59ede27 100644 --- a/landing/lenses/153710.json +++ b/landing/lenses/153710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/153890.json b/landing/lenses/153890.json index 5715c655f167a248df8a001d845618f786dfe98f..c7c11f91235387223f6f2c8c6e750dc96918c159 100644 --- a/landing/lenses/153890.json +++ b/landing/lenses/153890.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/154030.json b/landing/lenses/154030.json index 153efc8235c6d8854a3598a5e253caf096d89fc7..0ac7df9339ba2dc2b0db525106d2b0c404b8d508 100644 --- a/landing/lenses/154030.json +++ b/landing/lenses/154030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,10 +1119,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/154040.json b/landing/lenses/154040.json index 0b7857f58e5f4a80e70ead75527aa514d5a5245a..3a9ae7118b0bebdf6cc1c753e8bfd65a0c3f4ba9 100644 --- a/landing/lenses/154040.json +++ b/landing/lenses/154040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1070,19 +1070,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1096,8 +1096,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1109,7 +1109,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,17 +1141,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1161,7 +1161,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,13 +1212,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1227,7 +1227,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155650.json b/landing/lenses/155650.json index f7170b3823c9b4acffd4d0b7f1308e8a61ec7de3..9fdaf2f30fe4d6424f35f55258bec8824fe8a84a 100644 --- a/landing/lenses/155650.json +++ b/landing/lenses/155650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155660.json b/landing/lenses/155660.json index b1920ed7f6124d185a7a8d3b09da5fac3dedd99c..57976893f3662c0ad4a69afe4e3c94e3969bbf3b 100644 --- a/landing/lenses/155660.json +++ b/landing/lenses/155660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/155960.json b/landing/lenses/155960.json index 0d2aa4c102ecdbb89e500f96d245f8f4c82b6bb1..18d228018d1cda66dc25b75120c8e8880c544891 100644 --- a/landing/lenses/155960.json +++ b/landing/lenses/155960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1025,10 +1025,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1071,10 +1071,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1089,10 +1089,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/156100.json b/landing/lenses/156100.json index a39ddb7087693e6fdc191661cce80a88c9502d2b..725b2f2725b2ca7c7f716ce2f6c1195aef1a6d1c 100644 --- a/landing/lenses/156100.json +++ b/landing/lenses/156100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/158430.json b/landing/lenses/158430.json index 7b532ee1777eae8e4b6d368e70c23fc3c7e2f0ee..5dae1547f16cfe75b264ccbccdddaa0760d51983 100644 --- a/landing/lenses/158430.json +++ b/landing/lenses/158430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159010.json b/landing/lenses/159010.json index e9a2e2aabacd6db8a0434416506322321b929959..15ca56c0c0adce950c1e3eea3a4eedc7acb4aeb3 100644 --- a/landing/lenses/159010.json +++ b/landing/lenses/159010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,19 +988,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,17 +1067,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1146,7 +1146,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1155,7 +1155,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1390,88 +1390,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4bc048445c74", - "target": "159010", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/159580.json b/landing/lenses/159580.json index 86926537bee7cce5ccdc535303f1f35f5edff196..36698eb6b03785d3703f948ed9538b6b85b8cd12 100644 --- a/landing/lenses/159580.json +++ b/landing/lenses/159580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 4.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/159910.json b/landing/lenses/159910.json index e669509e909b2416d48aa4639363ff143b4bdd87..a13e82d2b6cc5117b80d954404f939b042a0d8fe 100644 --- a/landing/lenses/159910.json +++ b/landing/lenses/159910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,18 +547,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.09, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.84, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,15 +742,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.09, + "grade": "dCR-BB+", + "score": 35.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.67, + "grade": "dCR-BB+", + "score": 36.42, "assumptions": { "scenarioStress": "moderate" } @@ -833,7 +833,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1131,13 +1131,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160190.json b/landing/lenses/160190.json index cf2cf72300be12fdcd7f1d9b2596076c6ecc5b0b..bcc5287ef5459b197d4c56f68c623ac01788da68 100644 --- a/landing/lenses/160190.json +++ b/landing/lenses/160190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -555,7 +555,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 21.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 25.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -697,10 +697,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -785,8 +785,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160550.json b/landing/lenses/160550.json index 412b5614cdcb0c9711ccd80da221763a0be4fc7e..33ebff4ac64adc8e0fe32bafd26cb40d5d29f852 100644 --- a/landing/lenses/160550.json +++ b/landing/lenses/160550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160600.json b/landing/lenses/160600.json index c5549cbdcc268ec7fb632b4cc80c7546a7339666..509b0363affaad38dca8817d866af7cf5f1ea6ef 100644 --- a/landing/lenses/160600.json +++ b/landing/lenses/160600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -721,10 +721,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -739,10 +739,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -753,7 +753,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -761,7 +761,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -777,7 +777,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/160980.json b/landing/lenses/160980.json index a5754b0e1912886c65c8093e5b82fd522a8e1ced..16d02c6f505d88f34fc539c57351e52372da5000 100644 --- a/landing/lenses/160980.json +++ b/landing/lenses/160980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161000.json b/landing/lenses/161000.json index b573e4488ed79bdc560b197165f6642968a1f7ba..7da7af2ef98ffc3c58b8e529e37867d2be77dc91 100644 --- a/landing/lenses/161000.json +++ b/landing/lenses/161000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161390.json b/landing/lenses/161390.json index 76bbd2ecba4773fde4472bcae44be3748d5df79b..2c2b1dbce63e07d48ca79ba6603dd2919498f94e 100644 --- a/landing/lenses/161390.json +++ b/landing/lenses/161390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 15.01, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 17.57, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,14 +816,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 15.01, + "score": 17.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 15.94, + "score": 18.57, "assumptions": { "scenarioStress": "moderate" } @@ -912,12 +912,12 @@ "reasons": [ "중대형기업 (매출 21조)", "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" + ] }, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.3점 하향 (PD 1.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1602,12 +1602,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:2eee470c67f0", + "target": "161390", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.843 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/161570.json b/landing/lenses/161570.json index 594dfc8bcdf20973dada964727e26a0e2cc4b2c9..e813502c73841db849b01b921cce98656dea7f74 100644 --- a/landing/lenses/161570.json +++ b/landing/lenses/161570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,10 +1100,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1118,10 +1118,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161580.json b/landing/lenses/161580.json index 495fa29bddbdc9c4c2dba23ceba35f5261fcec63..62e58393fc94dfdd9d1a16d1d06fbc615b45749d 100644 --- a/landing/lenses/161580.json +++ b/landing/lenses/161580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/161890.json b/landing/lenses/161890.json index 9bd525a26e1d960fe9366befee6a85545345e5cb..c48b7b44475074bf3e13e82d4faf6995ea6af26a 100644 --- a/landing/lenses/161890.json +++ b/landing/lenses/161890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 22.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 25.32, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,14 +815,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 22.38, + "score": 25.32, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 24.11, + "score": 26.79, "assumptions": { "scenarioStress": "moderate" } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/162300.json b/landing/lenses/162300.json index cb63566f9b176b442442e2c1305234de90107b07..1bb979cefaa1c7a3f7f7a0403eeea9951f7c9b4a 100644 --- a/landing/lenses/162300.json +++ b/landing/lenses/162300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163280.json b/landing/lenses/163280.json index 710e9bc6dd0fa48c17a08166a2fb14f9962139d8..efbe0c27fef70581705c4c00654cb665d5fa360a 100644 --- a/landing/lenses/163280.json +++ b/landing/lenses/163280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/163560.json b/landing/lenses/163560.json index 63a7a23cb6d6ec2ba7c8b98b19f596cacbf6921a..c285976617c95056b01b8b0133878454ca6377b0 100644 --- a/landing/lenses/163560.json +++ b/landing/lenses/163560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/163730.json b/landing/lenses/163730.json index f233f00d35d45950c358a661e4a189b7ef25c771..d676639348020df32c892c0e0f9cb1d66e2afdb1 100644 --- a/landing/lenses/163730.json +++ b/landing/lenses/163730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/166090.json b/landing/lenses/166090.json index 8a0f3a70a7fe8d9c0f4b2171ac70f215a9a94914..9341b2a609bda61ba7cf968ad9b3827003baaab0 100644 --- a/landing/lenses/166090.json +++ b/landing/lenses/166090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1555,7 +1555,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1577,7 +1577,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1595,8 +1595,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/166480.json b/landing/lenses/166480.json index 24bb21e80403f774c7cf0f5cc371274f34f2d3c4..0833881a0493301b0cdf92173bc97dccba546eee 100644 --- a/landing/lenses/166480.json +++ b/landing/lenses/166480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 24.49%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 15.61%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -977,19 +977,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1010,8 +1010,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,17 +1056,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,7 +1135,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1144,7 +1144,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/168330.json b/landing/lenses/168330.json index 082d0563b6fb7a95c6e72d7915d603f3285ab6a8..d8d56078c607a265eb122196994dc2f41cd47392 100644 --- a/landing/lenses/168330.json +++ b/landing/lenses/168330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,18 +548,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 42.90, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 38.84, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,15 +743,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 42.9, + "grade": "dCR-BB", + "score": 38.84, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 43.2, + "grade": "dCR-BB", + "score": 39.15, "assumptions": { "scenarioStress": "moderate" } @@ -834,12 +834,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 10.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -854,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -981,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1014,7 +1013,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1027,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1180,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,10 +1206,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1221,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1489,7 +1488,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1511,7 +1510,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1529,15 +1528,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/168360.json b/landing/lenses/168360.json index 86da558e7f8994f16c30444b1d87c206bf93a4bb..8aa5347c0b4425470f4a3ef044e34d25bd97ee00 100644 --- a/landing/lenses/168360.json +++ b/landing/lenses/168360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 75점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.73%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/169330.json b/landing/lenses/169330.json index de9007799ad38c999fec45ca51d38b435b21ef02..5ba6bfc718e3f04cbe22abd26c5de04abb9609c5 100644 --- a/landing/lenses/169330.json +++ b/landing/lenses/169330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1026,7 +1026,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170030.json b/landing/lenses/170030.json index 70de3942d5f110a613dec8215458a92c40992335..19cb41b87a8249fb5c6ba7024da625eeecd830dc 100644 --- a/landing/lenses/170030.json +++ b/landing/lenses/170030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1288,10 +1288,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1334,7 +1334,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170790.json b/landing/lenses/170790.json index 2ef0f3d96ddc60e1cdf6d1bd651ca224d3f54fe9..40f70aa4b431ee1c0335201325db68d26462ff16 100644 --- a/landing/lenses/170790.json +++ b/landing/lenses/170790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,15 +1050,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,13 +1202,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,88 +1452,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:51ce4e786744", - "target": "170790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/170900.json b/landing/lenses/170900.json index c80c6966eb2fc9ba794abbf2640ee95ea1df65cd..5d2d376fa2e8ed0a6dfd7653288871f0c6d6276e 100644 --- a/landing/lenses/170900.json +++ b/landing/lenses/170900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/170920.json b/landing/lenses/170920.json index 8dc9b7351708f1ab8eb64671c6c2f7f1bcbe27ef..5fddec6ba12abd24aa9f1b5b6a6fea7101593a39 100644 --- a/landing/lenses/170920.json +++ b/landing/lenses/170920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,88 +1453,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:e851c94eee21", - "target": "170920", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.619 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/171010.json b/landing/lenses/171010.json index 087b8bc3b4233ceea8f91a7e20865f217a44a2d7..a2aec6b5237ee7c7f1639b11a87cbc5365ca523d 100644 --- a/landing/lenses/171010.json +++ b/landing/lenses/171010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 17.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1277,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1295,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1325,7 +1325,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171090.json b/landing/lenses/171090.json index 7498d2ed2ddade2a52dc627a4edcc75736b62398..c4f127d1ccc91926edc0e417ff752bfa7817d9bc 100644 --- a/landing/lenses/171090.json +++ b/landing/lenses/171090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1198,13 +1198,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/171120.json b/landing/lenses/171120.json index 8a8ce3adbb9cd7fe1237763230d3d028bf51dadb..554011597540aedcb0b6d98b6b0a0d32f3df8ce4 100644 --- a/landing/lenses/171120.json +++ b/landing/lenses/171120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/172670.json b/landing/lenses/172670.json index 13b38ce0eb3d62831342a9711e42a717544f0cfb..207eef3a9f75f14879ad0877992bf537a511b837 100644 --- a/landing/lenses/172670.json +++ b/landing/lenses/172670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -569,18 +569,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 40.37, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 44.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,15 +764,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 40.37, + "grade": "dCR-BB-", + "score": 44.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 41.39, + "grade": "dCR-BB-", + "score": 45.31, "assumptions": { "scenarioStress": "moderate" } @@ -837,10 +837,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 53점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 11.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -856,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -983,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1029,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1182,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1210,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/173130.json b/landing/lenses/173130.json index 37dc3e362cc23a0136882580afe4aa1a17dab3be..efe80f76e2af13550598aaee6f62f436970e7853 100644 --- a/landing/lenses/173130.json +++ b/landing/lenses/173130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1256,10 +1256,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1530,12 +1530,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:abb3ad09705c", + "target": "173130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.563 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/173940.json b/landing/lenses/173940.json index e7e9f142d5a4dc43bda5b4ddfcdaced66c27f853..dd256512ccf95f53ffac1598d38312307a307389 100644 --- a/landing/lenses/173940.json +++ b/landing/lenses/173940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0a1afd84dc83", - "target": "173940", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.736 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/174880.json b/landing/lenses/174880.json index d7bdca14c83c34ea67788fd20ad3e0a6a99eab73..7119039ef1727163ff65122e7471907fc1212038 100644 --- a/landing/lenses/174880.json +++ b/landing/lenses/174880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,7 +1114,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1136,7 +1136,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1292,10 +1292,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/174900.json b/landing/lenses/174900.json index 6abe535b7887992dcd14ef073803c6a00cf2090d..e581f5cdf6e1f3d146732a270c3767c80a997381 100644 --- a/landing/lenses/174900.json +++ b/landing/lenses/174900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -995,7 +995,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1048,7 +1048,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175140.json b/landing/lenses/175140.json index aece95c0a0ddaa8be5944aed4b75979d5e98198d..d2ba742f8318279eeeeac7b1c57b1e781a38f453 100644 --- a/landing/lenses/175140.json +++ b/landing/lenses/175140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175250.json b/landing/lenses/175250.json index 83b87baa8ca4c44ecb1bfe8c46832dde9b21623e..ec5c0fd82717839503ddcf969fd833f48da1ff06 100644 --- a/landing/lenses/175250.json +++ b/landing/lenses/175250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -996,8 +996,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1042,17 +1042,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1121,7 +1121,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1130,7 +1130,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/175330.json b/landing/lenses/175330.json index b745b58f9977df3d55bbc7ebaaa824322ee09005..72106f7ba652d5e6896c4d2f1ac0a11aca2caf26 100644 --- a/landing/lenses/175330.json +++ b/landing/lenses/175330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -369,13 +369,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -475,14 +475,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -602,10 +602,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -726,7 +726,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -782,10 +782,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -801,10 +801,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -824,7 +824,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -832,7 +832,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1085,7 +1085,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1107,7 +1107,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/176750.json b/landing/lenses/176750.json index b7c6fbd3a8cd14e67d6afaff44a62a28ac84f992..610b90951b97e587054e07efb26aad0511c885b5 100644 --- a/landing/lenses/176750.json +++ b/landing/lenses/176750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177350.json b/landing/lenses/177350.json index d42b38b38a0464d638f216295f87fefede92d2c1..85a7b04ff8364391a573ce512dcfeac8a9a19588 100644 --- a/landing/lenses/177350.json +++ b/landing/lenses/177350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 43.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177830.json b/landing/lenses/177830.json index 55ed825dc4c1df0f62390d46adad4ffd7213e1ca..24972093741b0d37366c5b3f570d48dbd6740abe 100644 --- a/landing/lenses/177830.json +++ b/landing/lenses/177830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/177900.json b/landing/lenses/177900.json index 37e12175a8e5dfcf01d7171301e8229459ab4731..7a0c56f3c3e372e1f36e840079815164458a49a4 100644 --- a/landing/lenses/177900.json +++ b/landing/lenses/177900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178320.json b/landing/lenses/178320.json index b2a18cc90a170afd0caf9ea1aea6a8c48051cfc8..7b593867ff42dbeacb8bc33b4efcc905edf4daf1 100644 --- a/landing/lenses/178320.json +++ b/landing/lenses/178320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 14.58%). 최근 주가 하락이 반영된 결과", "D/EBITDA 580.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/178600.json b/landing/lenses/178600.json index 9b6a894180959d26c139353de608ba70da33634a..f1e8c07ab2309aa7edb2ac0c33096f983fc8a0c4 100644 --- a/landing/lenses/178600.json +++ b/landing/lenses/178600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/178780.json b/landing/lenses/178780.json index f162dca72b5103d05deca7752fedb954045e03ff..78559d300bcc67247f8682672fde71856a17adfc 100644 --- a/landing/lenses/178780.json +++ b/landing/lenses/178780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1512,7 +1512,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1534,7 +1534,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1552,8 +1552,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/178920.json b/landing/lenses/178920.json index ec91138689f291ab684fb33fe328969a3df1da71..9a51d8941ef13b6b1486f435a489532fd4929ba6 100644 --- a/landing/lenses/178920.json +++ b/landing/lenses/178920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179290.json b/landing/lenses/179290.json index e9e7e0935755df8f2a898bbf606eefe4f8881d80..bb4c55826bc0ff199e39bf4ca80546ba7c582e1c 100644 --- a/landing/lenses/179290.json +++ b/landing/lenses/179290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,8 +1062,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1080,10 +1080,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/179530.json b/landing/lenses/179530.json index b00e4c4d663eac439fe65b7d0db091424c60546f..ac51a76d4aff610778ded0c73fe125258a66c3d3 100644 --- a/landing/lenses/179530.json +++ b/landing/lenses/179530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -934,19 +934,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -980,7 +980,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1013,17 +1013,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1058,7 +1058,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1092,7 +1092,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1101,7 +1101,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1114,10 +1114,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1133,10 +1133,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,10 +1160,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1434,12 +1434,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6cf1e6e08adc", + "target": "179530", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.305 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/179720.json b/landing/lenses/179720.json index 2df55e7d49844e43f9a96a588e0ba152037a695b..efaf32c6f01f2970e0ec6f883f81dc6d4c37a912 100644 --- a/landing/lenses/179720.json +++ b/landing/lenses/179720.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179880.json b/landing/lenses/179880.json index 5a131838a2318464aa31ecfdb494e5297cced286..e76fca17bdf3c43459bf041574d5b698a58b4b80 100644 --- a/landing/lenses/179880.json +++ b/landing/lenses/179880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/179900.json b/landing/lenses/179900.json index 120a63d9aa48ff0ee935a570fa9a2f33d4582a3e..0bc289823038aa8c140936a841e360285e808814 100644 --- a/landing/lenses/179900.json +++ b/landing/lenses/179900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 40.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,19 +1044,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180060.json b/landing/lenses/180060.json index b3f142538d986d44d630da701e9e8d0dad6af0cc..d6a29d01a0fa5afa4be87cebeafd9d4f7bab3c10 100644 --- a/landing/lenses/180060.json +++ b/landing/lenses/180060.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/180400.json b/landing/lenses/180400.json index c3992d4e392c8ce602c2769501ac3638d40f4196..f951b639dca2b614e0e173ab19c19d63734466dc 100644 --- a/landing/lenses/180400.json +++ b/landing/lenses/180400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/180640.json b/landing/lenses/180640.json index 6790bc4a7fb5f444830be3397cbf584d283ea86a..0bf0f5eb1218ea3b42d03f3a7c165073092cf3d1 100644 --- a/landing/lenses/180640.json +++ b/landing/lenses/180640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -949,7 +949,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -969,8 +969,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,8 +991,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1027,7 +1027,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/181710.json b/landing/lenses/181710.json index e3a7f17e8a68d39a65d5108c9dd03e7da9829f12..92857a0133cd5ee9bcfa0d89998375cdacc607e5 100644 --- a/landing/lenses/181710.json +++ b/landing/lenses/181710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1082,7 +1082,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,8 +1137,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,7 +1459,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1481,7 +1481,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1499,15 +1499,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/182360.json b/landing/lenses/182360.json index c2f4a1c825078c66bc01eb64542350e302f591fc..f9f1fd96c091a9beaf6ca85bfced1ed84584afa2 100644 --- a/landing/lenses/182360.json +++ b/landing/lenses/182360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,7 +927,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.58%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -943,14 +943,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,15 +1070,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1103,8 +1103,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1116,7 +1116,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1149,17 +1149,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1194,7 +1194,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,7 +1228,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1237,7 +1237,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1250,10 +1250,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1269,10 +1269,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1472,88 +1472,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:604d6d3ed711", - "target": "182360", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.25 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/182400.json b/landing/lenses/182400.json index 0b3e28558481f3de9df8c7ef747ffc55cae0d91f..279cf1c4a7f0673ec286a45abf50b873c7a7fe29 100644 --- a/landing/lenses/182400.json +++ b/landing/lenses/182400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-13", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,10 +1197,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1215,10 +1215,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1531,7 +1531,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1553,7 +1553,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-02-13", "period": "2025", "status": "observed", diff --git a/landing/lenses/183190.json b/landing/lenses/183190.json index 949e9ed813f0ea23775db3cf56844fa7ef755a74..99b37ee3634635526d5b04ba5a035a16e0bf3e70 100644 --- a/landing/lenses/183190.json +++ b/landing/lenses/183190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 5.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183300.json b/landing/lenses/183300.json index 3e825dd1e16869d3b3a18652a8a3d2bfc32d531d..c6ac41e0fbe6a825b57250b3d6ceb90e885d7afb 100644 --- a/landing/lenses/183300.json +++ b/landing/lenses/183300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,7 +922,7 @@ "divergenceExplanation": [ "자본구조 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -937,14 +937,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,7 +1110,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1152,8 +1152,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1188,7 +1188,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1244,10 +1244,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1263,10 +1263,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/183350.json b/landing/lenses/183350.json index 6676a0b6412a53d9e3b7dce204f3bbdd68a85849..574c89913dd35d0dc57b4fea78e286bc79f6b827 100644 --- a/landing/lenses/183350.json +++ b/landing/lenses/183350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -402,10 +402,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -421,10 +421,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -448,10 +448,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -466,10 +466,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -480,7 +480,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -504,7 +504,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -520,7 +520,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/183490.json b/landing/lenses/183490.json index 579918e5f903bd7c390fdd15a7dfd8740feefe40..f99f20c04a7e48386049bf149f172de289b7466b 100644 --- a/landing/lenses/183490.json +++ b/landing/lenses/183490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "derived", @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1420,7 +1420,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2025", "status": "observed", diff --git a/landing/lenses/184230.json b/landing/lenses/184230.json index cd3e5cb392ce5db1520d38fabe48d4bca5bf4d38..620db759997880439437e1a685c107e60459876b 100644 --- a/landing/lenses/184230.json +++ b/landing/lenses/184230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,19 +1057,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1090,8 +1090,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,17 +1136,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,7 +1215,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1224,7 +1224,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1459,88 +1459,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5157e31dd896", - "target": "184230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/185190.json b/landing/lenses/185190.json index d8b54ab47d0419303a27c2238869106a87ca45c8..3bdfde7deafb39db7d72fc713c3de3012570e25e 100644 --- a/landing/lenses/185190.json +++ b/landing/lenses/185190.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/185490.json b/landing/lenses/185490.json index 24ba5d8594a41ee7dbe392db35913d4f57952cd4..60fb49aa99dabda7491329e34d9e883e9e5b1301 100644 --- a/landing/lenses/185490.json +++ b/landing/lenses/185490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -933,8 +933,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -982,7 +982,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1063,10 +1063,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1086,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1094,7 +1094,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/185750.json b/landing/lenses/185750.json index d54cc6503876236413a1c7ba03639bf997fd8668..1f9974773b0bd0945c0680c0b3c05f4ccc0e8549 100644 --- a/landing/lenses/185750.json +++ b/landing/lenses/185750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/186230.json b/landing/lenses/186230.json index 102e3bf9b7ef339ac79ba3fb411c0e8efad557a6..f33430f29e4678e5bc66da6eeb2bc838249b594c 100644 --- a/landing/lenses/186230.json +++ b/landing/lenses/186230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB", - "summary": "dCR 위험점수 37.48, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 41.62, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,14 +786,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB", - "score": 37.48, + "score": 41.62, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.05, + "grade": "dCR-BB-", + "score": 42.16, "assumptions": { "scenarioStress": "moderate" } @@ -809,6 +809,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,6 +880,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.6점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -890,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1017,15 +1023,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1050,8 +1056,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1069,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1102,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1181,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1190,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1216,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1419,88 +1425,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:581e85359d27", - "target": "186230", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.42 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/187220.json b/landing/lenses/187220.json index 7265d01f24e0a6ed9c061ed7ccb0b739f56a84b1..5c505bba4311a9a6b910be33ea51b1850a50947b 100644 --- a/landing/lenses/187220.json +++ b/landing/lenses/187220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 73점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 13.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 14.11%). 최근 주가 하락이 반영된 결과", "D/EBITDA 124.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1148,8 +1148,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187270.json b/landing/lenses/187270.json index 8e5ee0cbd384e0ab8f01622164b167b798713d14..d3fb03840b128b72fe05104989b6b636a689f7ad 100644 --- a/landing/lenses/187270.json +++ b/landing/lenses/187270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187420.json b/landing/lenses/187420.json index 3da21c48c6d8242735d33462c7a7c5a79268e7bc..7fa6337971e674e06a05101dcfb144605f5d6586 100644 --- a/landing/lenses/187420.json +++ b/landing/lenses/187420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.00, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.70, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.0, + "grade": "dCR-BBB", + "score": 26.7, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 29.86, + "score": 27.72, "assumptions": { "scenarioStress": "moderate" } @@ -838,6 +838,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -905,7 +910,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", @@ -923,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1143,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187660.json b/landing/lenses/187660.json index bc12d79a2e7362af2cb815fd3ebc718e09b71c46..a901869df946070b72cf9e205166cf9c0458d1d4 100644 --- a/landing/lenses/187660.json +++ b/landing/lenses/187660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -991,17 +991,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1068,7 +1068,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1077,7 +1077,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187790.json b/landing/lenses/187790.json index c6ee4630720e5038e7e4508c8d591a402e090d3c..4533d0c3072f9fc71e29bf2931a641afccf3ee7b 100644 --- a/landing/lenses/187790.json +++ b/landing/lenses/187790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1294,10 +1294,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1324,7 +1324,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1340,7 +1340,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/187870.json b/landing/lenses/187870.json index 38228661d08cd49e37be75aedac0db50d172360a..be6e065a432fa281dc04c70361797d156a739711 100644 --- a/landing/lenses/187870.json +++ b/landing/lenses/187870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188040.json b/landing/lenses/188040.json index a42b1c36bf36c7c9debb4fb06cb5079474a31e4c..c0447800c450019c8d7d2742929725c860a65c9f 100644 --- a/landing/lenses/188040.json +++ b/landing/lenses/188040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/188260.json b/landing/lenses/188260.json index 599fe252106fa434052470b0506c9cc0fedf2fab..67ef9911ba200417d21dcc8a0c9d834eebe86f1d 100644 --- a/landing/lenses/188260.json +++ b/landing/lenses/188260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -539,10 +539,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -571,8 +571,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -611,7 +611,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -679,10 +679,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -725,10 +725,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -743,10 +743,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -765,7 +765,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -781,7 +781,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -797,7 +797,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189300.json b/landing/lenses/189300.json index 6c039ec317578dc6dfafffd2436f82849477c250..984d31adf23ac828922fcafcacce6b85f942e5db 100644 --- a/landing/lenses/189300.json +++ b/landing/lenses/189300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 43.88, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 41.63, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 43.88, + "grade": "dCR-BB", + "score": 41.63, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.84, + "score": 42.7, "assumptions": { "scenarioStress": "moderate" } @@ -840,6 +840,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -907,7 +912,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", @@ -927,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189330.json b/landing/lenses/189330.json index 9dbff8ed351f76ac6a057211aef6729a15b8b1a5..d2ebf9b7485799d71396e9fefefbb77df9f73503 100644 --- a/landing/lenses/189330.json +++ b/landing/lenses/189330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1290,7 +1290,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1308,8 +1308,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/189690.json b/landing/lenses/189690.json index 5ca4260f7765d86894627de823215e2067fc10b9..c087361d5858aa742e941c78352780354b14db96 100644 --- a/landing/lenses/189690.json +++ b/landing/lenses/189690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189860.json b/landing/lenses/189860.json index 634f0d6580fd460fced02ecdd80625fc1f4d5c04..98508ec6902495fbcf2df49df1127165e58da556 100644 --- a/landing/lenses/189860.json +++ b/landing/lenses/189860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,18 +620,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -815,15 +815,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.69, + "grade": "dCR-BB-", + "score": 43.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 40.37, + "grade": "dCR-BB-", + "score": 44.35, "assumptions": { "scenarioStress": "moderate" } @@ -906,11 +906,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 85점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 10.85%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1084,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1104,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/189980.json b/landing/lenses/189980.json index ea65f647b0833164329bcd9d5ecbd6bbfa8c2f57..59d2526dfca3369f5011d2e411b8a26951fddd83 100644 --- a/landing/lenses/189980.json +++ b/landing/lenses/189980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190510.json b/landing/lenses/190510.json index 6eb4fa95efbf4cd9081842d7926c1cd925543312..2943bc642841523a883d7ccd5d627c8f529432d4 100644 --- a/landing/lenses/190510.json +++ b/landing/lenses/190510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/190650.json b/landing/lenses/190650.json index 72f644f259553b41ca9e391088b2bc09de0c8b46..a5863148e80709d9d3ccbd31f4dc89cc2960c3f0 100644 --- a/landing/lenses/190650.json +++ b/landing/lenses/190650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -104,7 +104,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -124,7 +124,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -370,13 +370,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -476,14 +476,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -603,10 +603,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -635,8 +635,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -653,10 +653,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -666,7 +666,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -675,7 +675,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -743,10 +743,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -762,10 +762,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -785,7 +785,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191410.json b/landing/lenses/191410.json index b619277562eb291134f96a2ba633954deec31d19..7598db00c901a57e3470d480116ef825a048f505 100644 --- a/landing/lenses/191410.json +++ b/landing/lenses/191410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 13.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 14.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1456,12 +1456,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:23e67303d348", + "target": "191410", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.541 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/191420.json b/landing/lenses/191420.json index b90a25ae415e2ab5f39e1bb995e9654700898f07..3f08da3739080f78b42c766e5df3c9366ba2fe83 100644 --- a/landing/lenses/191420.json +++ b/landing/lenses/191420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.21%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,19 +1054,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1087,8 +1087,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,17 +1133,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,7 +1212,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1221,7 +1221,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/191600.json b/landing/lenses/191600.json index 4b15a715d9d82e89ec5dd460fb2e97dc2de60e18..7d1a10e4ebc3ca6f438d5409a7e46a101b6b850f 100644 --- a/landing/lenses/191600.json +++ b/landing/lenses/191600.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/192080.json b/landing/lenses/192080.json index 8c7f0c531320d4ced0eda9ff53d46ff8acb9bbd3..5914c3d08220911c7f5ba3d60e0c45631693c534 100644 --- a/landing/lenses/192080.json +++ b/landing/lenses/192080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192250.json b/landing/lenses/192250.json index b6459017ef4053d442ab93b502df7e9d69dee211..9110103dc4cc286619650c4f72f95dbb852f1223 100644 --- a/landing/lenses/192250.json +++ b/landing/lenses/192250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192390.json b/landing/lenses/192390.json index 218d7e78fa8901df7d78f54bf9b53310294573e3..3e8d0176ac542ab0ca16ce2a8c89bd09a0e3cf57 100644 --- a/landing/lenses/192390.json +++ b/landing/lenses/192390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192400.json b/landing/lenses/192400.json index 282e96ccb1a59bb7db2dbbe37388f975665ee95e..e92ffef6b4661432cd3dca46e11f567c68549197 100644 --- a/landing/lenses/192400.json +++ b/landing/lenses/192400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1054,13 +1054,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1370,88 +1370,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:716a3cddae48", - "target": "192400", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.427 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/192410.json b/landing/lenses/192410.json index d8642148f2e1b94881b9df90675b8fd0dd6d4304..6a5088a16fcf31c89d6080fe79fde53008eefd2a 100644 --- a/landing/lenses/192410.json +++ b/landing/lenses/192410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,10 +1139,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192440.json b/landing/lenses/192440.json index 06eae14629edaa5c92b0b9bfb072873922392f79..8372ddd7e15d885f86c3503da161514bd464fcb6 100644 --- a/landing/lenses/192440.json +++ b/landing/lenses/192440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192520.json b/landing/lenses/192520.json index 4c9c2d7dbaa2261d001d3e601b6d30711abdb07f..428baaaf06873a2024666152e6280a7689f698c8 100644 --- a/landing/lenses/192520.json +++ b/landing/lenses/192520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192530.json b/landing/lenses/192530.json index 2fa47c1ca28028b028f18d3ff11ea0d256e364c9..e2df41458050be6a9d53f03849d82fd05004c0ce 100644 --- a/landing/lenses/192530.json +++ b/landing/lenses/192530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192650.json b/landing/lenses/192650.json index f12b7643bcdc1b7e1f88a85983fabb34205ef1a5..8340d80946990867b2988ec69addea9a6e00ddf2 100644 --- a/landing/lenses/192650.json +++ b/landing/lenses/192650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1065,8 +1065,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,10 +1118,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/192820.json b/landing/lenses/192820.json index fcbfbb2d06a045e07ea752003bac37f7bf302a61..e012f8871b3cec8d5a8df065bfb080c4723279d0 100644 --- a/landing/lenses/192820.json +++ b/landing/lenses/192820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,12 +1458,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:ca014ffb62ba", + "target": "192820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.645 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/193250.json b/landing/lenses/193250.json index 8a5237757e6e6c2b37e7c3b6c96ef3ec3dfa3b2c..7e424b0921c1d162e77d7a27585b6225f9f7c86b 100644 --- a/landing/lenses/193250.json +++ b/landing/lenses/193250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,10 +1101,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194370.json b/landing/lenses/194370.json index 473b8fc706dd76984248a3f39e4793192d9708a2..49d054dd7f5d3505b819edf63d2a7ed2a4051a31 100644 --- a/landing/lenses/194370.json +++ b/landing/lenses/194370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/194480.json b/landing/lenses/194480.json index 712912290ac0d307e11a83fcc60ef3e6f8126c88..38fed66c46587246a52c6eb47a7e11457bd31b2f 100644 --- a/landing/lenses/194480.json +++ b/landing/lenses/194480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194510.json b/landing/lenses/194510.json index dd04967db08fe52a02002f920083cdc9cce25b4e..665ed26d19075f934ff3ebfdfafd498654a0305a 100644 --- a/landing/lenses/194510.json +++ b/landing/lenses/194510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194610.json b/landing/lenses/194610.json index 7f282af418c4ae6d360b654b5c3f0cfba4ffc984..77b75f36496178970c761f7620cf0c06c045c20a 100644 --- a/landing/lenses/194610.json +++ b/landing/lenses/194610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -40,10 +40,10 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -134,7 +134,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2018", "earliestPeriod": "2016", @@ -216,7 +216,7 @@ "representative": "2018" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2018", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2018", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2018", "period": "2018", "status": "derived", @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -881,10 +881,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1015,10 +1015,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1033,10 +1033,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1047,7 +1047,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/194700.json b/landing/lenses/194700.json index e512c848ce9d8454bd429e7f3280f6003cd8f22a..041e3ec85dd86509e8d952bea1b1626747bc5def 100644 --- a/landing/lenses/194700.json +++ b/landing/lenses/194700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1040,19 +1040,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1207,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,88 +1442,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7ca0d32717e4", - "target": "194700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/195500.json b/landing/lenses/195500.json index 99e849a5b034f4e5879eae6826f91aa425f41979..35f5f012ceed216899c26c49698f70993db5006f 100644 --- a/landing/lenses/195500.json +++ b/landing/lenses/195500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,14 +895,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1022,10 +1022,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195870.json b/landing/lenses/195870.json index 53070c4119e3ad67bd8e944ec79140ee2a4dc8a8..b568b7d2f063606f4078a20397589cf85ef3398e 100644 --- a/landing/lenses/195870.json +++ b/landing/lenses/195870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195940.json b/landing/lenses/195940.json index 32ed3c415124b4eef535d17de8096c503b4c3f86..fe197159af959176e3115a8159cb48befa073576 100644 --- a/landing/lenses/195940.json +++ b/landing/lenses/195940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -847,7 +847,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,10 +1039,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1052,7 +1052,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/195990.json b/landing/lenses/195990.json index ddf38470faf4ca6c80aaa74e863c836e4d084240..665b4de6db21c40e7ea5726348cdfda78cd6e645 100644 --- a/landing/lenses/195990.json +++ b/landing/lenses/195990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.80%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1013,8 +1013,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,10 +1066,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1079,7 +1079,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196170.json b/landing/lenses/196170.json index ef7785b7ed1ef8f2670566fb8b2a2da129583863..9a74d329d271a848980ef871b5f9609cbe1dcabf 100644 --- a/landing/lenses/196170.json +++ b/landing/lenses/196170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1462,7 +1462,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1484,7 +1484,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1502,8 +1502,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196300.json b/landing/lenses/196300.json index ab42f7eba6ff8220841b8cbe9edb80b6e1f471fd..711f953ee0172e563a15c2248bfaf17dc32128c2 100644 --- a/landing/lenses/196300.json +++ b/landing/lenses/196300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -544,13 +544,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -835,7 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.88%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 26.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1049,7 +1049,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196450.json b/landing/lenses/196450.json index 7dd8cab6eed2b466f82b46a88fdd2ba7648d79b4..0bfc6a6470960914d6faaf5c6a094522a26219f0 100644 --- a/landing/lenses/196450.json +++ b/landing/lenses/196450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 33.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 30.39, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 33.69, + "grade": "dCR-BBB-", + "score": 30.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 35.03, + "grade": "dCR-BBB-", + "score": 31.53, "assumptions": { "scenarioStress": "moderate" } @@ -907,11 +907,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.75, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 9.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1463,7 +1463,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1485,7 +1485,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1503,8 +1503,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/196490.json b/landing/lenses/196490.json index a832e4a3e7d22db6e7ebdca673b090d85587982e..d76a87882ab894595a2d0173b617bb18d56c0c3a 100644 --- a/landing/lenses/196490.json +++ b/landing/lenses/196490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-06", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-06", "period": "2025", "status": "derived", @@ -1113,7 +1113,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-06", "period": "2025", "status": "observed", @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/196700.json b/landing/lenses/196700.json index 06155a867aa409522575b8ff829370581fef394b..f5d533945d962704e58982acfd83650d0d1e25c0 100644 --- a/landing/lenses/196700.json +++ b/landing/lenses/196700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,15 +1051,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,13 +1203,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,10 +1268,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1286,10 +1286,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1332,7 +1332,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1594,88 +1594,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:bb4af762bf31", - "target": "196700", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/197140.json b/landing/lenses/197140.json index 2e08e6f385f6e6ef275d1216e3926b4e01af480e..009e7db8a92a6522bff8692e502f2fd8be9c0fe7 100644 --- a/landing/lenses/197140.json +++ b/landing/lenses/197140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1032,19 +1032,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1058,8 +1058,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,17 +1103,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,7 +1180,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1189,7 +1189,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198080.json b/landing/lenses/198080.json index c492fac69f920c8b0189929f658069663ace33ca..7e22e56e1255a151e69fc77519c3b33d362b1d9d 100644 --- a/landing/lenses/198080.json +++ b/landing/lenses/198080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1013,10 +1013,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1423,7 +1423,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1445,7 +1445,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1463,8 +1463,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/198440.json b/landing/lenses/198440.json index 11fbf6d4ce0dc330af52323e7150f18702c4e054..13eb7078c78b4f9f092b4c1ed93eade95fe59fc2 100644 --- a/landing/lenses/198440.json +++ b/landing/lenses/198440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 38점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 11.62%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 11.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/198940.json b/landing/lenses/198940.json index 439640e407f2dbd2cdf6bb899da85653958617c3..769625682643d8d0204cb577e0d6978b718c5bb4 100644 --- a/landing/lenses/198940.json +++ b/landing/lenses/198940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -773,7 +773,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.47%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.16%). 최근 주가 하락이 반영된 결과", "D/EBITDA 23.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -790,14 +790,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -963,7 +963,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1005,8 +1005,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1097,10 +1097,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1116,10 +1116,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199430.json b/landing/lenses/199430.json index 93fe7ddc29afd35ae3095cc9f723a9597798eede..4de245a0016e7ca3bf6dc66dcdbf1c7488e6b486 100644 --- a/landing/lenses/199430.json +++ b/landing/lenses/199430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -748,7 +748,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 49.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199480.json b/landing/lenses/199480.json index 7e38f42e19dc7c1e752c260032edae8912be62ee..46444af40fa542dccb9e73860f21c4a3ad0cb482 100644 --- a/landing/lenses/199480.json +++ b/landing/lenses/199480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1152,12 +1152,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:17ec457f8d02", + "target": "199480", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/199550.json b/landing/lenses/199550.json index 08ee34a4ec90f3fbcfccb0c43120e184058e1d1f..f252768111a0f4e45a0eb3bd67431b621c7c4a94 100644 --- a/landing/lenses/199550.json +++ b/landing/lenses/199550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199730.json b/landing/lenses/199730.json index eff9c9b1ba6a2936e46175766329e302db6e3e22..00263fa3908a2779ad916b99dabf1a813bfc7e21 100644 --- a/landing/lenses/199730.json +++ b/landing/lenses/199730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -235,13 +235,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -429,14 +429,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -556,10 +556,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -575,8 +575,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -588,8 +588,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -606,10 +606,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -619,7 +619,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -628,7 +628,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -696,10 +696,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -715,10 +715,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -738,7 +738,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199800.json b/landing/lenses/199800.json index f223e32cfda5f6e9ab2594c0af1c1b5b0d6b00df..069ccd62c1ca659370a4ef42b68631cca8fba515 100644 --- a/landing/lenses/199800.json +++ b/landing/lenses/199800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -911,7 +911,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,8 +944,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/199820.json b/landing/lenses/199820.json index 943953aa30f510d529160f905a113c1f83a2f7a2..253b3e4a333e65b8fef68565471e9adaeee73b22 100644 --- a/landing/lenses/199820.json +++ b/landing/lenses/199820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "현금흐름 축이 38점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.17%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1416,7 +1416,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1438,7 +1438,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1456,15 +1456,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/200130.json b/landing/lenses/200130.json index 72edce03d45246a377eeb32d15dd296b6732f0de..207d2de9a949c62256130768bccbdbb5aee000f4 100644 --- a/landing/lenses/200130.json +++ b/landing/lenses/200130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200230.json b/landing/lenses/200230.json index dfaabc37a6572dc3aac4969815b395465dae7c0a..6e9323a4efeb58ef141fe03de43986b59fb01862 100644 --- a/landing/lenses/200230.json +++ b/landing/lenses/200230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 244.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 245.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200350.json b/landing/lenses/200350.json index a3c7e609c8aefe780d498ad73a4c4695500ea78c..e16f48a4e9e0568d6a771a7cae6ae430480e664e 100644 --- a/landing/lenses/200350.json +++ b/landing/lenses/200350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -870,8 +870,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,10 +923,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -936,7 +936,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -961,7 +961,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1036,10 +1036,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1059,7 +1059,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1067,7 +1067,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200470.json b/landing/lenses/200470.json index d74e592ec5a9c5042cbf4d0e1aeff40818047c82..9f140b678e51cd46dc3f2770a4eab21ebe34d7e5 100644 --- a/landing/lenses/200470.json +++ b/landing/lenses/200470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,10 +1245,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200670.json b/landing/lenses/200670.json index cbfdb320901ebb2c5b870a6ef18b3bf05c85e1ec..91b8eca83ed96f90fefa9eee686ef38da2047bf9 100644 --- a/landing/lenses/200670.json +++ b/landing/lenses/200670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200710.json b/landing/lenses/200710.json index cf1f1f700c37ab67a183e360f5ba8f5753fd1b91..52a4b7a2e3cdd02a0760925b8333fed0b99dba47 100644 --- a/landing/lenses/200710.json +++ b/landing/lenses/200710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 10.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 11.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 26.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,10 +1282,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1320,7 +1320,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200780.json b/landing/lenses/200780.json index 89042ea055cfdeba2ca93a8204a8ac4177a19f09..1f9b524728cdf25b568afc31ec5955e532232aae 100644 --- a/landing/lenses/200780.json +++ b/landing/lenses/200780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/200880.json b/landing/lenses/200880.json index 154551d19e26c06ecf768bebdf00ccddff45a4e8..5eb1b7964e3da0bbd3cb32494e77cb27bc58b165 100644 --- a/landing/lenses/200880.json +++ b/landing/lenses/200880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "유동성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 6.42%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1293,10 +1293,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/201490.json b/landing/lenses/201490.json index a83eff4b65caa8bafd582415d72c48b480dd885e..3cb5faffbfec664204e8b12844a1f455504cda3b 100644 --- a/landing/lenses/201490.json +++ b/landing/lenses/201490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,7 +1083,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203400.json b/landing/lenses/203400.json index fa7b9041ee1e4950264fc54aa8e90a33890a1fbf..cb60e161d79791e3019c092bafff6fd7e825a4bd 100644 --- a/landing/lenses/203400.json +++ b/landing/lenses/203400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 304.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 304.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,7 +989,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", "status": "derived", @@ -1011,7 +1011,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1333,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1355,7 +1355,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1373,7 +1373,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-11", "period": "2025", "status": "observed", diff --git a/landing/lenses/203450.json b/landing/lenses/203450.json index 35c8419b32c03b952b180679d51a5a6ebda6df55..14a242ce0b23048d9d3dacf922a92c40a645c5ca 100644 --- a/landing/lenses/203450.json +++ b/landing/lenses/203450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,10 +1133,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1329,7 +1329,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203650.json b/landing/lenses/203650.json index 9d920af3ce6b8723e9cfb810765d60d6429939c8..b7d0cc6b8ff75a011244061c3d1df6bb88dc8464 100644 --- a/landing/lenses/203650.json +++ b/landing/lenses/203650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/203690.json b/landing/lenses/203690.json index f16034408309e8771c5f5e8c10c295a8a4db85f0..14b30aa96dc1807b99f0279522ee3324b1f979ed 100644 --- a/landing/lenses/203690.json +++ b/landing/lenses/203690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1026,7 +1026,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-07", "period": "2025", "status": "derived", @@ -1068,7 +1068,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-07", "period": "2025", "status": "observed", @@ -1160,10 +1160,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1179,10 +1179,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204020.json b/landing/lenses/204020.json index e39c89a744deaeea955871394c7a2bb9e1f1dac4..52f91891cc708820bef7fa7e38b1612420e4fa11 100644 --- a/landing/lenses/204020.json +++ b/landing/lenses/204020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204210.json b/landing/lenses/204210.json index fc550381a42d18d8469b66a658ac0c6a0ab49ebc..a78c1bb55a9c95091575ef82d65b2c9f814cb77f 100644 --- a/landing/lenses/204210.json +++ b/landing/lenses/204210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -758,14 +758,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-11", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -926,7 +926,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-11", "period": "2025", "status": "derived", @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-11", "period": "2025", "status": "observed", @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,10 +1106,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1124,10 +1124,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204270.json b/landing/lenses/204270.json index 1db77c812743a36d77c377b95d49949e6386ac1c..6b22cac7d0579d2acf1115b2640c4c661224a353 100644 --- a/landing/lenses/204270.json +++ b/landing/lenses/204270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204320.json b/landing/lenses/204320.json index 67117a7a35339d80f8b56c11474fe59164aa2db4..304f65e372cefb50e3b8b9713c0a0a25c92f3d08 100644 --- a/landing/lenses/204320.json +++ b/landing/lenses/204320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,7 +914,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 3.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,19 +1056,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,17 +1135,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,7 +1214,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1223,7 +1223,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1291,10 +1291,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1599,88 +1599,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3a2b2ef048a7", - "target": "204320", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.594 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204610.json b/landing/lenses/204610.json index 7eea2e5a94f0a9a7a7b97feda651a60cb3827ce8..2e24a7883fd58169991fc5cee143d14a0e797c6e 100644 --- a/landing/lenses/204610.json +++ b/landing/lenses/204610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,7 +1387,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1409,7 +1409,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1427,15 +1427,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/204620.json b/landing/lenses/204620.json index 4ee487f5db2e2556bdd28556d27a121474223408..b3a6f19087c1fbfde997cb3a6069a86b7f23b9a6 100644 --- a/landing/lenses/204620.json +++ b/landing/lenses/204620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,15 +893,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1045,13 +1045,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1361,88 +1361,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:7551d8a162d2", - "target": "204620", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.87 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/204630.json b/landing/lenses/204630.json index 3ba35fd82181f889e413b20be32fed0c1471a0f9..65b02a119e72aeb0e0e7352e1c9696037fd57a17 100644 --- a/landing/lenses/204630.json +++ b/landing/lenses/204630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-17", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-17", "period": "2024", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-17", "period": "2024", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/204840.json b/landing/lenses/204840.json index d219a217c6439a98ed8f4fc67f57e0767a61286b..55197e8ca10338f32ff7696555baac3d647232ac 100644 --- a/landing/lenses/204840.json +++ b/landing/lenses/204840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -981,19 +981,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,17 +1060,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1139,7 +1139,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1148,7 +1148,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1383,12 +1383,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:574c312b2f00", + "target": "204840", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/205100.json b/landing/lenses/205100.json index e7c1f1c56d7475183b330ca969c645715a2317e5..99a91e8056cd551529588c49d4165b5f925e7431 100644 --- a/landing/lenses/205100.json +++ b/landing/lenses/205100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-07", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205470.json b/landing/lenses/205470.json index 40af019f1878b00a6ff0a6017bd8302acdb2cb7d..c87bfc6cc42ba9da748ea3d042d1fe08ebdd3270 100644 --- a/landing/lenses/205470.json +++ b/landing/lenses/205470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/205500.json b/landing/lenses/205500.json index c6ef72954c67b87cdc1e68eb95ffba7ac99f7c64..e65451be061627617e6224041190dfbf7d9a4576 100644 --- a/landing/lenses/205500.json +++ b/landing/lenses/205500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,19 +979,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1012,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,17 +1058,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1078,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,7 +1137,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1146,7 +1146,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1381,88 +1381,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4285d29a0a8f", - "target": "205500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/206400.json b/landing/lenses/206400.json index 20434e1e012e45d7117c4f1b99c15155447b6c3b..97d255fbbe38f99958ec7fe1b2f3a40a535c878b 100644 --- a/landing/lenses/206400.json +++ b/landing/lenses/206400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,7 +1120,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-13", "period": "2025", "status": "derived", @@ -1142,7 +1142,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-13", "period": "2025", "status": "observed", @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206560.json b/landing/lenses/206560.json index 85712a444b499cf7c6e6bc7ac5ed181a94bdf85e..689923b03b683afeaf0134f30c3b907680f7a419 100644 --- a/landing/lenses/206560.json +++ b/landing/lenses/206560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,7 +913,7 @@ "divergenceExplanation": [ "채무상환능력 축이 74점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 63.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,8 +1088,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,10 +1141,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206640.json b/landing/lenses/206640.json index 990717ce9e5dd2b041beb98ecf0245222f80281a..7ff0881464fb0d1a6d647c3e2f68f913a7152476 100644 --- a/landing/lenses/206640.json +++ b/landing/lenses/206640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/206650.json b/landing/lenses/206650.json index dc73482b7ac337ccfb03f860c68fed8477d9fa52..9f1d0d24c3ea9d173900f269801263064acf4da5 100644 --- a/landing/lenses/206650.json +++ b/landing/lenses/206650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1078,7 +1078,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207760.json b/landing/lenses/207760.json index 779760e225efb8672b88b15b493086dd3f1be7e6..4dc8268415cf1946401b59ee6302c4aa90a72406 100644 --- a/landing/lenses/207760.json +++ b/landing/lenses/207760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 6.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/207940.json b/landing/lenses/207940.json index 9a1eb973c0216456a4bf946b67961f73d8c495ec..899e953737916724986bbe4fa402c784853ea75a 100644 --- a/landing/lenses/207940.json +++ b/landing/lenses/207940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208140.json b/landing/lenses/208140.json index c953b4091119907b8481976c02dac74c9b5add9f..f7b0acda7dd5e811b7677dcfc1febcd4b519d31b 100644 --- a/landing/lenses/208140.json +++ b/landing/lenses/208140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,15 +1052,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,17 +1131,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,7 +1210,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1219,7 +1219,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1552,88 +1552,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:1cd558756ba1", - "target": "208140", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.768 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208340.json b/landing/lenses/208340.json index 0cfff5e8978ea86cdff59a3db15536d565910bad..19160c3965f181a82febeadac9002cee44394e7a 100644 --- a/landing/lenses/208340.json +++ b/landing/lenses/208340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -944,10 +944,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-26", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -990,7 +990,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-26", "period": "2025", "status": "derived", @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-26", "period": "2025", "status": "observed", @@ -1124,10 +1124,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1143,10 +1143,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,10 +1170,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1188,10 +1188,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208350.json b/landing/lenses/208350.json index 22ecf2a957cec06f9a49e1107da4e6a966344981..3927b2de2310047b4c0ff85b612d96ef2304ea7d 100644 --- a/landing/lenses/208350.json +++ b/landing/lenses/208350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 33점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1450,88 +1450,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4d3ee6348583", - "target": "208350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.215 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/208370.json b/landing/lenses/208370.json index 85ede7a8067c4b3214e60a9bcf50b04bf5dd375c..ce7dc327597d2b46a2abcbb0e9d69107ec76e24b 100644 --- a/landing/lenses/208370.json +++ b/landing/lenses/208370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208640.json b/landing/lenses/208640.json index 95c2b4325ccb8a7d522dd22bb7ce73a2448213e4..abcb932becff3d58148ad841216b8577a90010db 100644 --- a/landing/lenses/208640.json +++ b/landing/lenses/208640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/208710.json b/landing/lenses/208710.json index 2643b607e1dce9d5ec612b638ecfac9cd8970d56..56c60e0e5591d434452afc24cd2be5324c73735c 100644 --- a/landing/lenses/208710.json +++ b/landing/lenses/208710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 10.68%). 최근 주가 하락이 반영된 결과", "D/EBITDA 346.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/208860.json b/landing/lenses/208860.json index 12bab255437289922e1730d181d5b1aac6e42bde..5707c5a75fd5849a5964c697e5a9d677022e7763 100644 --- a/landing/lenses/208860.json +++ b/landing/lenses/208860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/209640.json b/landing/lenses/209640.json index 1235c43529385da4f8e86031b3ba83aeab709c72..c52b69a9d4dc3f20893e2d417c6f989817502fe4 100644 --- a/landing/lenses/209640.json +++ b/landing/lenses/209640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210120.json b/landing/lenses/210120.json index 6a7d01016e26ebfa4407a5161cc78a892c9fa95a..157c5857b88b49fe7ff4ba6df95acfb0e2898aaf 100644 --- a/landing/lenses/210120.json +++ b/landing/lenses/210120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -66,10 +66,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -177,7 +177,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -198,7 +198,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016Q4", @@ -244,7 +244,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -704,14 +704,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -831,10 +831,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -863,7 +863,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -883,7 +883,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -990,10 +990,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1013,7 +1013,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1021,7 +1021,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210540.json b/landing/lenses/210540.json index 0a77223b1ccb2a4fb7341fec49e95bb9c8a04dc1..d5e5b973d1f5a7a174599dc36dea355e8753c5fa 100644 --- a/landing/lenses/210540.json +++ b/landing/lenses/210540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/210980.json b/landing/lenses/210980.json index f9b42e56bc0d07c0101e2ec78ddef7b271b82daf..d971db6373b1dd864dccb781477fcbde780d1d37 100644 --- a/landing/lenses/210980.json +++ b/landing/lenses/210980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 65.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1053,19 +1053,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1086,8 +1086,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,17 +1132,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,7 +1211,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1220,7 +1220,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/211050.json b/landing/lenses/211050.json index 2197e2aaeb9545ff467ac433d5dc87389a2dcbee..bddc8110a1e451319c7fd14309aedded997827ee 100644 --- a/landing/lenses/211050.json +++ b/landing/lenses/211050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1333,7 +1333,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1351,8 +1351,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/211270.json b/landing/lenses/211270.json index d58e33e8475b9ce4c30f576822153c523147cdd4..09f85e91622ddd0c90d9fc196e394597c35dd22b 100644 --- a/landing/lenses/211270.json +++ b/landing/lenses/211270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,10 +1111,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1124,7 +1124,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1133,7 +1133,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,10 +1201,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1220,10 +1220,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212310.json b/landing/lenses/212310.json index c138006c2772b59373a7bf51cbc1a11c3a2c14f6..fdfb3f64370eb3a175b9240f31d6dcffbb839f42 100644 --- a/landing/lenses/212310.json +++ b/landing/lenses/212310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -407,10 +407,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -426,10 +426,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -449,7 +449,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -457,7 +457,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/212560.json b/landing/lenses/212560.json index a71f15c53b167a37a636004b232887fe72c145ab..fd87797cc674bb04c3ba9758560bdfa9a05416c9 100644 --- a/landing/lenses/212560.json +++ b/landing/lenses/212560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,10 +1236,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1254,10 +1254,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/212710.json b/landing/lenses/212710.json index 93dd98c3d7d2e69be497ed27862958250a3fb842..7add40279f70bcb64f5f0694e869b89d29d0e73a 100644 --- a/landing/lenses/212710.json +++ b/landing/lenses/212710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -778,10 +778,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -792,7 +792,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -816,7 +816,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/213420.json b/landing/lenses/213420.json index 7ee2c5a73bb0cc86e734b972f669a966a80e045a..7299f42884de85ce56391b5d3a77d1669f2bb977 100644 --- a/landing/lenses/213420.json +++ b/landing/lenses/213420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/213500.json b/landing/lenses/213500.json index c6ba1c5a0e0ac33558a514470bf233cf21421c32..52899f6b9f68d2661d643fd275b22d48b8e5cdbc 100644 --- a/landing/lenses/213500.json +++ b/landing/lenses/213500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,8 +1089,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,10 +1142,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214150.json b/landing/lenses/214150.json index d118a8877d1941c9115235ffa38c4658969b1f87..c8c0c94d848ac6376ac0fdefee089faeb57358dc 100644 --- a/landing/lenses/214150.json +++ b/landing/lenses/214150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214180.json b/landing/lenses/214180.json index b35bdcf4bd744115e7cc0556de9c9a87df95a077..2fb29a4cba92154399172d0b2f6946b7631f3ba7 100644 --- a/landing/lenses/214180.json +++ b/landing/lenses/214180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1460,7 +1460,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1482,7 +1482,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1500,8 +1500,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214260.json b/landing/lenses/214260.json index b44dbdb0cfba7859caab637f84fd0f926fb5b457..568f577c39fdded0c86026502ebd0940ebda3ae5 100644 --- a/landing/lenses/214260.json +++ b/landing/lenses/214260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1358,7 +1358,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1380,7 +1380,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1398,15 +1398,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/214270.json b/landing/lenses/214270.json index 8d4602ece5394794acd48388cb272ee967ad23a9..33df18750c27b93066a336153de6d1e41263d0ed 100644 --- a/landing/lenses/214270.json +++ b/landing/lenses/214270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214310.json b/landing/lenses/214310.json index f904eb93b538205912b37dc63f217041176c6568..a261d7ac84cf4246c21d8b5b886aaccf42baa462 100644 --- a/landing/lenses/214310.json +++ b/landing/lenses/214310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -888,10 +888,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -927,7 +927,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -947,7 +947,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1084,10 +1084,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1102,10 +1102,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214320.json b/landing/lenses/214320.json index 024e3507280f52819056eb3b3179c4e2d653cf87..bd1e82a3994f0e3fa256c25e5b3cc31e9beb9fa3 100644 --- a/landing/lenses/214320.json +++ b/landing/lenses/214320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1465,7 +1465,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1487,7 +1487,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1505,8 +1505,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214330.json b/landing/lenses/214330.json index 1053874bed88c4739697f19b78299cddd2fafb84..2efda7aa6e9e2d845e5fd6946181eed66e59059f 100644 --- a/landing/lenses/214330.json +++ b/landing/lenses/214330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.8점 하향 (PD 7.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.8점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,10 +1145,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214370.json b/landing/lenses/214370.json index 5c72ef77db2068779f5662529f243c609498c5ef..bb63eded02d5b72d01ab3b4d7e8b713bc3969a5c 100644 --- a/landing/lenses/214370.json +++ b/landing/lenses/214370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214390.json b/landing/lenses/214390.json index c45521c907b94a1b69cf9d2bfc9a1b7aed9d3d43..9c7543682dfdcacbb23ecec9077c64354e498e6d 100644 --- a/landing/lenses/214390.json +++ b/landing/lenses/214390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -940,14 +940,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214420.json b/landing/lenses/214420.json index a62cfa70a75e9e309be04865c33745585bc2e1a1..d0b817a3350410e70b6a5611cc9cb352a7dec727 100644 --- a/landing/lenses/214420.json +++ b/landing/lenses/214420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,8 +1501,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/214430.json b/landing/lenses/214430.json index 198de218309e6551af07feab8603d7b44063dd5f..190c5db1e27deeef7fff1d54d8b68136ee962822 100644 --- a/landing/lenses/214430.json +++ b/landing/lenses/214430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214450.json b/landing/lenses/214450.json index 273e8a28600bbac04c563e0a310156de5de039b5..c9cba9b958f176eb9e5f857394155e4fb1d678bd 100644 --- a/landing/lenses/214450.json +++ b/landing/lenses/214450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214610.json b/landing/lenses/214610.json index 73037726df36dd9b5baf491d9fcdc48588dc37a9..3b1eb0eedbeb5f96830d1b7e2815b098cc4ca15f 100644 --- a/landing/lenses/214610.json +++ b/landing/lenses/214610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.13%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2024", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-23", "period": "2024", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214680.json b/landing/lenses/214680.json index ac3605891b249880860a455ab7681c76b1a4fded..643abfe6c3e889c503ee8591a5cad1c28e70a83e 100644 --- a/landing/lenses/214680.json +++ b/landing/lenses/214680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.1점 하향 (PD 11.43%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/214870.json b/landing/lenses/214870.json index 63bce5baf335a566037f82b6e04e1b0a2e13e5c6..66e77cd08e9e90002f8d3c84896d437bd4bcf178 100644 --- a/landing/lenses/214870.json +++ b/landing/lenses/214870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -52,10 +52,10 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -158,7 +158,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -211,7 +211,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", "earliestPeriod": "2016", @@ -264,7 +264,7 @@ "representative": "2024" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -998,7 +998,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1170,10 +1170,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215000.json b/landing/lenses/215000.json index 3971378f5cd980f1e7990e6cffb77049af9f478d..02b30d8e8981327f100ec5a3f2b013029ec6064c 100644 --- a/landing/lenses/215000.json +++ b/landing/lenses/215000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,19 +1051,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1130,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1209,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1218,7 +1218,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215090.json b/landing/lenses/215090.json index 68a05166770a3867201dfd513dcb4aca2160daf4..a61afd02beacf7b45e5519545ddb7fc6ff39e3b3 100644 --- a/landing/lenses/215090.json +++ b/landing/lenses/215090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,10 +1107,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1126,10 +1126,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215100.json b/landing/lenses/215100.json index 08bde7dab483abedb732c668cc77983b0437bb79..571cf45c8ae14c011f5874588462703bde508789 100644 --- a/landing/lenses/215100.json +++ b/landing/lenses/215100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215200.json b/landing/lenses/215200.json index fcc3f2f6a01417e570d6a140286ce88d62d4957d..8c3844a7c89b1c56baf0b81b4a22a6f816ae7e2d 100644 --- a/landing/lenses/215200.json +++ b/landing/lenses/215200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 53점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215360.json b/landing/lenses/215360.json index 74c43f9a7d3567353b33cd50918932cb09e7540c..82c1e280a85d7486a42f7596416de54435d2bd09 100644 --- a/landing/lenses/215360.json +++ b/landing/lenses/215360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.35%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215380.json b/landing/lenses/215380.json index fa0425c513dad07de9e6eae07152672877e4cd10..4a0ef8d04180d2a00b19b23956eda679a209d020 100644 --- a/landing/lenses/215380.json +++ b/landing/lenses/215380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215480.json b/landing/lenses/215480.json index de8df69c499c4f2db9a4ef7f264ee016c049d712..bc480c24f4558ddf269022738c06de727916e167 100644 --- a/landing/lenses/215480.json +++ b/landing/lenses/215480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -935,14 +935,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1150,8 +1150,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1186,7 +1186,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1242,10 +1242,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1261,10 +1261,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1301,7 +1301,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215600.json b/landing/lenses/215600.json index 7a2361ab3910aef651ac82af711e70065135a3ed..8f7d004aa3c242d44f5d2ed7f8d4f70afb807dfe 100644 --- a/landing/lenses/215600.json +++ b/landing/lenses/215600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -838,7 +838,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1068,7 +1068,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/215790.json b/landing/lenses/215790.json index 892318cf07584fa3bcd2257e48c9f4572a540a64..89de39dce90712be991443ec06dd8d35f89471e0 100644 --- a/landing/lenses/215790.json +++ b/landing/lenses/215790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,18 +622,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 38.23, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 40.48, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,14 +818,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 38.23, + "score": 40.48, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 39.08, + "score": 41.33, "assumptions": { "scenarioStress": "moderate" } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-07", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-07", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216050.json b/landing/lenses/216050.json index cd87bd5903ebcf73f4658b29d40c75a518d1de14..2d83bc270ad2d37efe6259edf1f3bb7cc2ba6660 100644 --- a/landing/lenses/216050.json +++ b/landing/lenses/216050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216080.json b/landing/lenses/216080.json index e021ff7a24827919199033503b84c62da6c1e2bc..4b563a612a196c87986825d53c28a94a90b39a5e 100644 --- a/landing/lenses/216080.json +++ b/landing/lenses/216080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,8 +1052,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,10 +1105,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/216400.json b/landing/lenses/216400.json index ffdcb2b6110f175a8a1bc280fa4f7803c27ba9a0..4af41e385fc7fffaec3bdadab5c3619cc2b95337 100644 --- a/landing/lenses/216400.json +++ b/landing/lenses/216400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217190.json b/landing/lenses/217190.json index e6f13c546f6a7fe8ed56cd59a9c7d421f4a2179a..fa32ff2c003975e4938f393f207a7a89f8c85744 100644 --- a/landing/lenses/217190.json +++ b/landing/lenses/217190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217270.json b/landing/lenses/217270.json index 7bc6b3b374fb21c09509d041a225e9a31c4df3bc..2e66fa1c2c0790f0829da7403282c3dd90a68d0e 100644 --- a/landing/lenses/217270.json +++ b/landing/lenses/217270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 9.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1152,7 +1152,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1177,7 +1177,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217330.json b/landing/lenses/217330.json index 8f828c1e9c4780906517ba5753f0ea55c5bae8e8..07512273afa5c6ba7648800ef6f96643372b7eb0 100644 --- a/landing/lenses/217330.json +++ b/landing/lenses/217330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217480.json b/landing/lenses/217480.json index 749361b55f0f7ac3fe7edd59cff7a11615a3e0c6..380c5fcbcbece2e30fdafcda9fb35b66894c8839 100644 --- a/landing/lenses/217480.json +++ b/landing/lenses/217480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1168,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217500.json b/landing/lenses/217500.json index 89fc0305ff577d980d08c6516365b97a5f3b0411..717e47fc979e5299a6a772d048d1d0a21545c135 100644 --- a/landing/lenses/217500.json +++ b/landing/lenses/217500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217590.json b/landing/lenses/217590.json index 5c2fcfd22c5d2898831aba7c77b0785fda0a2178..8c59e27aacd8ef35c52527076339de901734dcc0 100644 --- a/landing/lenses/217590.json +++ b/landing/lenses/217590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217620.json b/landing/lenses/217620.json index 72f40f0368401b31bb2cbdd6401cacdad756c332..59286bd862fb18e579c74fed89cce41989275554 100644 --- a/landing/lenses/217620.json +++ b/landing/lenses/217620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -50,10 +50,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -163,7 +163,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -214,7 +214,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -265,7 +265,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -316,7 +316,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-07", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-07", "period": null, "status": "derived", @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-07", "period": null, "status": "observed", @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217730.json b/landing/lenses/217730.json index 4abf1dde37dbd8d5c55355ad0a9031db1e97841c..fb3c951c2bd62e04bf6b42b109f8da1e99f318c9 100644 --- a/landing/lenses/217730.json +++ b/landing/lenses/217730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -846,7 +846,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,7 +1007,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,8 +1040,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217820.json b/landing/lenses/217820.json index c345e0189fc0c29b615964e35f5850cc406a787a..dafe5919efa053578b51ff6f394a6559ccd3567c 100644 --- a/landing/lenses/217820.json +++ b/landing/lenses/217820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,7 +921,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 61점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.43%). 최근 주가 하락이 반영된 결과", "D/EBITDA 56.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -938,14 +938,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1111,7 +1111,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1153,8 +1153,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1189,7 +1189,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1245,10 +1245,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1264,10 +1264,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/217880.json b/landing/lenses/217880.json index b40d3caf10680b5a1e28204fcd4f41b0485f3b31..739ac1dc01b945d673e945d5f2032760b95d6de7 100644 --- a/landing/lenses/217880.json +++ b/landing/lenses/217880.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/217950.json b/landing/lenses/217950.json index 7621f0c4e64ce0f6a766ba3dde4d0a6aeb6e11d0..596b7bf5518b06551be6f5d31ff5c45d5d9185a2 100644 --- a/landing/lenses/217950.json +++ b/landing/lenses/217950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -385,8 +385,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -398,8 +398,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -416,10 +416,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -429,7 +429,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -438,7 +438,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -506,10 +506,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -525,10 +525,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218150.json b/landing/lenses/218150.json index 59033d36ccf33a876a0aa039eca3d4486d7d72c1..b48f1d31590c0326d11c0612bfd47015c860360d 100644 --- a/landing/lenses/218150.json +++ b/landing/lenses/218150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/218410.json b/landing/lenses/218410.json index ef975d4a98822b14132bf6527849ddf4de3c589e..7448ffbf8329176fd188224cc4eea615582219a7 100644 --- a/landing/lenses/218410.json +++ b/landing/lenses/218410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 37점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 1.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,7 +1452,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1474,7 +1474,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1492,15 +1492,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/219130.json b/landing/lenses/219130.json index 016200bf23a4a07803109a621c2886e57ee78809..973568012566331262acc1b87a77f3ee2f435f93 100644 --- a/landing/lenses/219130.json +++ b/landing/lenses/219130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1113,10 +1113,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219420.json b/landing/lenses/219420.json index cecdf84549ad064b935257cf8aef09dadbb426db..a20d78148fd754e8932063a363e2487ad7520538 100644 --- a/landing/lenses/219420.json +++ b/landing/lenses/219420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1078,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,10 +1131,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219550.json b/landing/lenses/219550.json index 1650a0e87acbefb9b239d353f4c7e39c2e950925..1f62b3459e5a9702985f2009a12e92d9200ddd3d 100644 --- a/landing/lenses/219550.json +++ b/landing/lenses/219550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1075,8 +1075,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,10 +1106,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1119,7 +1119,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/219750.json b/landing/lenses/219750.json index 89d07edd0045da0936c2a11d11c27e523daa1d70..2fe75313860c7cb42c22d4ad7a659e3460692ca4 100644 --- a/landing/lenses/219750.json +++ b/landing/lenses/219750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "divergenceExplanation": [ "채무상환능력 축이 77점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 47.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -963,19 +963,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -989,8 +989,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,17 +1034,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1105,13 +1105,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1120,7 +1120,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220100.json b/landing/lenses/220100.json index 32f31470e11c8f8b2ffbf68777386cdaa61c2b84..101cdd3375a0a1fa4c9c34c9871104020b24d906 100644 --- a/landing/lenses/220100.json +++ b/landing/lenses/220100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220180.json b/landing/lenses/220180.json index 24d9447ece3e413e6c0eb9b752fa9c53fc2c7c10..6dd6f4689f77b32506eabae6c9900500960fa376 100644 --- a/landing/lenses/220180.json +++ b/landing/lenses/220180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/220260.json b/landing/lenses/220260.json index bab0e01342f8cfa1f4cf292cc80184df37487445..f3163c0118a2eca7fc556a93de3762a56df5889d 100644 --- a/landing/lenses/220260.json +++ b/landing/lenses/220260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -630,13 +630,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -755,7 +755,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -945,14 +945,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,8 +1091,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1249,10 +1249,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1267,10 +1267,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221800.json b/landing/lenses/221800.json index 190faba202675a9c9972fac1521ad1cbd21fa144..fe66adb8321105e00efc0b8d00bc81e39606db8a 100644 --- a/landing/lenses/221800.json +++ b/landing/lenses/221800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/221840.json b/landing/lenses/221840.json index 09cdca48d681a323db630c00689e55d2e94b32c1..9655c1ad0043ec6d2998bef136f828a14ec15e82 100644 --- a/landing/lenses/221840.json +++ b/landing/lenses/221840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -618,13 +618,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -743,7 +743,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 5.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/221980.json b/landing/lenses/221980.json index fcbafb0c4f900357b980755dc3992b4730882f54..9f40cb4d4cb6cbf50e1e52b7dba9dfcb71eb32e7 100644 --- a/landing/lenses/221980.json +++ b/landing/lenses/221980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1331,7 +1331,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222040.json b/landing/lenses/222040.json index a76fa99b3231fc82ce18c1a80012ed97f1265f4c..524bedacef858359c7e9355acb4b1fa43f583f7e 100644 --- a/landing/lenses/222040.json +++ b/landing/lenses/222040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222080.json b/landing/lenses/222080.json index f3927fe604e185e6efb036523f5f8c5564e1311f..690ebe3e80da3e1118754d599fde3e501d8e61f2 100644 --- a/landing/lenses/222080.json +++ b/landing/lenses/222080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222110.json b/landing/lenses/222110.json index 9a9703bcdabb5e4b14349108bca9c0a99cc817d1..57e1b3d6aa13b19c3fd71b2dfcff5a12bad3f808 100644 --- a/landing/lenses/222110.json +++ b/landing/lenses/222110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -130,7 +130,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -187,7 +187,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -223,7 +223,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -244,7 +244,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -280,7 +280,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -555,13 +555,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -642,7 +642,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -661,7 +661,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,7 +1006,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222160.json b/landing/lenses/222160.json index af4fe80fcb5ecea73318ce0ae51a043bb27ee1c0..5123d22914cc0d6547ff22cc0315999a826cd648 100644 --- a/landing/lenses/222160.json +++ b/landing/lenses/222160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-06", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -968,7 +968,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -988,7 +988,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-06", "period": "2025", "status": "derived", @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-07-06", "period": "2025", "status": "observed", @@ -1102,10 +1102,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1121,10 +1121,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222420.json b/landing/lenses/222420.json index 4ae6d0a7becf37bdf8c4823701f9aa7988a461d5..0befa38830e6212bb7bcfb1f348b94ff357f9c73 100644 --- a/landing/lenses/222420.json +++ b/landing/lenses/222420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -700,7 +700,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -719,7 +719,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -738,7 +738,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -757,7 +757,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -942,14 +942,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1069,10 +1069,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222800.json b/landing/lenses/222800.json index d3410b07e08ce62a8e7e34c5ae26516ea4b658ba..c7b9e1e909164f7822bcc9a4b953bec31b3c306f 100644 --- a/landing/lenses/222800.json +++ b/landing/lenses/222800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222810.json b/landing/lenses/222810.json index 0c382d9fd7c1b69f4365ca730897b04790148cd0..a92d038848dcfad9372f1f2e6da996602162a70c 100644 --- a/landing/lenses/222810.json +++ b/landing/lenses/222810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -973,10 +973,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": "2025", "status": "derived", @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": "2025", "status": "observed", @@ -1153,10 +1153,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1172,10 +1172,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1199,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1217,10 +1217,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/222980.json b/landing/lenses/222980.json index a21c9d4c2ddbef00f6483a4df63ad89b7ffeba70..6ec3f25d96bb6965f9e146b4db0dbe53a0dee7e6 100644 --- a/landing/lenses/222980.json +++ b/landing/lenses/222980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,7 +916,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.25%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.3점 하향 (PD 12.08%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1285,10 +1285,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223250.json b/landing/lenses/223250.json index 0e382840f8c27a171ef75b5a54fc5f5d74bf7304..ce36caf702334b7341eb2c1aa6e6067343da367c 100644 --- a/landing/lenses/223250.json +++ b/landing/lenses/223250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 24.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 22.03, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 24.03, + "score": 22.03, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 25.09, + "score": 23.08, "assumptions": { "scenarioStress": "moderate" } @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/223310.json b/landing/lenses/223310.json index 925a4ac235a7371e340709915f05170936e2dabf..70d93cd4db3a01a3d8e530ea798c6b042a40871e 100644 --- a/landing/lenses/223310.json +++ b/landing/lenses/223310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 78점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.2점 하향 (PD 28.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.2점 하향 (PD 27.50%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224060.json b/landing/lenses/224060.json index 29483e263f2a46dde186894fe6eaf394b4ba525f..35d12dc01c8f57e41652a9e96a46e7e901f1987d 100644 --- a/landing/lenses/224060.json +++ b/landing/lenses/224060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -546,13 +546,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -652,7 +652,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -671,7 +671,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -837,7 +837,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 62.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 70.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/224110.json b/landing/lenses/224110.json index 292e89ef4162c87e8d19f42ea9f28540832f99ea..97e266b8a413a949286fc91201ed3ea2b61606f4 100644 --- a/landing/lenses/224110.json +++ b/landing/lenses/224110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -629,13 +629,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -754,7 +754,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -919,7 +919,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 4.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -934,14 +934,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1141,8 +1141,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225190.json b/landing/lenses/225190.json index 62bad6c8cfcd545ba80212266a95cc606f1e6fc3..70c6b3a235c1215db6da83b1fac65a32efcd196e 100644 --- a/landing/lenses/225190.json +++ b/landing/lenses/225190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 26.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1044,15 +1044,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,17 +1123,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1202,7 +1202,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1211,7 +1211,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1446,88 +1446,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:36d4a37ff51d", - "target": "225190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/225220.json b/landing/lenses/225220.json index 430b9425ca0dd078f0bb4dd5a62ede71e5713d43..1773049eff0fcf6a6e5108617d8430aa1baa778b 100644 --- a/landing/lenses/225220.json +++ b/landing/lenses/225220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225430.json b/landing/lenses/225430.json index 2bdc714c768ead1ff1b75afa7e99d520d9dec66e..3d0dcd82561c2964db2664e440e35bcdfbd26c33 100644 --- a/landing/lenses/225430.json +++ b/landing/lenses/225430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -743,14 +743,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,7 +902,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -922,7 +922,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -1010,10 +1010,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1029,10 +1029,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1052,7 +1052,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1060,7 +1060,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225530.json b/landing/lenses/225530.json index f7ed72e820e66c2cf271feee98759fb7d8532549..35163b652a9f96b5883b6786eed0f5960b348c06 100644 --- a/landing/lenses/225530.json +++ b/landing/lenses/225530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -927,14 +927,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1142,8 +1142,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1178,7 +1178,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1234,10 +1234,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1253,10 +1253,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225570.json b/landing/lenses/225570.json index fcf8314d6d4851545e8f256a6f58d1927f90f114..c5889d54af898b929c34778464e067a4e31e25ab 100644 --- a/landing/lenses/225570.json +++ b/landing/lenses/225570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/225590.json b/landing/lenses/225590.json index bb7a12c9c3e062d04e269ce9b31fd29fcabd4e5f..30d7f107bb2c1ef0022f4d9b6d5998161c2ec3a9 100644 --- a/landing/lenses/225590.json +++ b/landing/lenses/225590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,15 +52,15 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 필수 분석 영역은 3/4개가 관측됐습니다." + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다. 필수 분석 영역은 3/4개가 관측됐습니다." }, "confidence": { "level": "medium", @@ -99,10 +99,10 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 296.86, + "value": -355.55, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "negative", + "scoreContribution": -1, "sourceRef": "cash.cashQuality", "period": "2025" }, @@ -133,9 +133,9 @@ "label": "OCF/순이익", "comparisonKey": "cashConversion", "basis": "companyFundamentals", - "direction": "supportive", + "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "falsifierRefs": [ "cashConversionBreak" ], - "value": 296.86, + "value": -355.55, "unit": "%" }, { @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -526,9 +526,9 @@ ] }, "assessment": { - "label": "재무 기반 우수", - "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 우수입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다.", - "score": 4, + "label": "재무 기반 보통", + "summary": "6개 핵심 지표를 직접 비교한 결과 재무 기반 보통입니다. 강점은 매출 CAGR, 영업이익 CAGR입니다. 확인할 위험은 OCF/순이익입니다.", + "score": 2, "drivers": [ { "id": "operatingMargin", @@ -561,10 +561,10 @@ { "id": "cashConversion", "label": "OCF/순이익", - "value": 296.86, + "value": -355.55, "unit": "%", - "direction": "positive", - "scoreContribution": 1, + "direction": "negative", + "scoreContribution": -1, "sourceRef": "cash.cashQuality", "period": "2025" }, @@ -592,10 +592,11 @@ "positiveDrivers": [ "매출 CAGR", "영업이익 CAGR", - "OCF/순이익", "부채비율" ], - "negativeDrivers": [] + "negativeDrivers": [ + "OCF/순이익" + ] } } }, @@ -609,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 1.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1078,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1091,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1169,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1244,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226320.json b/landing/lenses/226320.json index 7261efd9edb974fb51dac7504252845c0e538826..63357aa89506ce1ec860a052768a4ba8287bb2a5 100644 --- a/landing/lenses/226320.json +++ b/landing/lenses/226320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,8 +1084,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1137,10 +1137,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226330.json b/landing/lenses/226330.json index 605b5c8b04c6917b4bfeaef8bb6f580e9595a4bd..9e411f896fd63c2a58ab9f64808da0e405b3b7ee 100644 --- a/landing/lenses/226330.json +++ b/landing/lenses/226330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226340.json b/landing/lenses/226340.json index 29e299859151093f7bf7a4d2e8f174aeb949e5df..912196069b1dac970b409cb6f41be6b976860598 100644 --- a/landing/lenses/226340.json +++ b/landing/lenses/226340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 439.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 515.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226360.json b/landing/lenses/226360.json index 257caf1d4cb87dfaac3bc60cfa156bd2ef8f7b3f..6064b4d468910a6f1b4dfd621d9e484e22884d01 100644 --- a/landing/lenses/226360.json +++ b/landing/lenses/226360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", "status": "derived", @@ -1041,7 +1041,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-13", "period": "2025", "status": "observed", @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226400.json b/landing/lenses/226400.json index 8ecb76661ae870905734f94e3a33aba0ae44b52b..d06e3e20252742756646553090156295e9beb22f 100644 --- a/landing/lenses/226400.json +++ b/landing/lenses/226400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 3.70%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1043,19 +1043,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1076,8 +1076,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,17 +1122,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1201,7 +1201,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1210,7 +1210,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1445,12 +1445,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:9476487269ed", + "target": "226400", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.971 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/226440.json b/landing/lenses/226440.json index 7a8a59aef72af9425a87e38bded820b8ef660ec6..f6b89930b4c8b7cd15b41f8c79f54857cfdb2830 100644 --- a/landing/lenses/226440.json +++ b/landing/lenses/226440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1234,10 +1234,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226590.json b/landing/lenses/226590.json index 84bb2dd34d6eff3566fe18abd46c0810753da3a2..f8dd96649bf2acbee7a3fd87a5708d0b8a92cfea 100644 --- a/landing/lenses/226590.json +++ b/landing/lenses/226590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -714,7 +714,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/226950.json b/landing/lenses/226950.json index 3113dd8333dcb29992a85ee5240d77f2261a5f87..e316092cd8521ff1fb2307a7d640b4107bee6869 100644 --- a/landing/lenses/226950.json +++ b/landing/lenses/226950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -532,18 +532,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.55, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 36.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,14 +728,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.55, + "score": 36.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 35.62, + "score": 36.58, "assumptions": { "scenarioStress": "moderate" } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227100.json b/landing/lenses/227100.json index f895919320477d98bc57a44271bbfd0ac2fc4c60..24bfc5ef8d6479b4ab9218f32599a40e531467dd 100644 --- a/landing/lenses/227100.json +++ b/landing/lenses/227100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -150,7 +150,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -199,7 +199,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2019", @@ -248,7 +248,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -987,7 +987,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": "2024", "status": "derived", @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": "2024", "status": "observed", @@ -1118,10 +1118,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1137,10 +1137,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227610.json b/landing/lenses/227610.json index 38cf31d5a70483135877ac409e40186859ee9d2f..60039a5e19fe18486db045642656585a7dc11a9b 100644 --- a/landing/lenses/227610.json +++ b/landing/lenses/227610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,7 +905,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 16.64%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 17.07%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,8 +1135,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/227840.json b/landing/lenses/227840.json index b97f2a420ef15d78c9837d99e3a70a31191c4180..aae0e70d61509bc5a6e0c74987783683ecdb679f 100644 --- a/landing/lenses/227840.json +++ b/landing/lenses/227840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,7 +1461,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1483,7 +1483,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1501,15 +1501,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/227950.json b/landing/lenses/227950.json index 79f519defc8c8ef11974084356feb2f6fe650862..b84b743d6aa652e12d2a8116f8f9f087680f714f 100644 --- a/landing/lenses/227950.json +++ b/landing/lenses/227950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,7 +890,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1536,7 +1536,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1558,7 +1558,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1576,8 +1576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/228340.json b/landing/lenses/228340.json index f4eef5536d204cafb326ab1cd4f5732064ef3537..d43a8f55810bed9eabc2882dc6bfe3722b8a26ea 100644 --- a/landing/lenses/228340.json +++ b/landing/lenses/228340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.65, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 4.65, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.65, + "score": 4.65, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.65, + "score": 4.65, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228670.json b/landing/lenses/228670.json index ad55e898b55506b8695294daceee18a021bb70ef..e2b34dac50a5fce86f2fb0050f0a41b89cf063a7 100644 --- a/landing/lenses/228670.json +++ b/landing/lenses/228670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,10 +1102,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228760.json b/landing/lenses/228760.json index be504591338bf1dd5ff99ba30a7e10518bcdf535..bf2bcb9573a288daf5a0cdcfa86523c8786529bb 100644 --- a/landing/lenses/228760.json +++ b/landing/lenses/228760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -752,14 +752,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -879,10 +879,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -912,7 +912,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -925,7 +925,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -945,8 +945,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -978,7 +978,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1003,7 +1003,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1078,10 +1078,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/228850.json b/landing/lenses/228850.json index 5131330b18692b77b5d3257929ad5a33e3f19c67..f4dba5088470ad0b52dbbc7ef76a306fecfb448f 100644 --- a/landing/lenses/228850.json +++ b/landing/lenses/228850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229000.json b/landing/lenses/229000.json index eadf09987987a54cdf14402c95241c8858e81a89..6471a48949072b8a3d06bfd1e6c363159bb9759b 100644 --- a/landing/lenses/229000.json +++ b/landing/lenses/229000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.03, + "score": 40.02, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -975,7 +975,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2023", "status": "derived", @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-14", "period": "2023", "status": "observed", @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1148,7 +1148,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1156,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/229500.json b/landing/lenses/229500.json index 1fcdcb2d126b78b64f0efb4667336eacbb71b8b2..7f8c431098b4fc0453643bdcb5628c97d1ab80de 100644 --- a/landing/lenses/229500.json +++ b/landing/lenses/229500.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -338,7 +338,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -371,8 +371,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/229640.json b/landing/lenses/229640.json index e685661ad55f2282ac0a66733fb0cda24eede026..cb0f2659f874c04ae1bc578dc9a5d1b1755f1ebb 100644 --- a/landing/lenses/229640.json +++ b/landing/lenses/229640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,18 +619,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 18.45, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 20.29, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -814,15 +814,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 18.45, + "grade": "dCR-BBB+", + "score": 20.29, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 19.46, + "score": 21.48, "assumptions": { "scenarioStress": "moderate" } @@ -838,11 +838,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -910,11 +905,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 4.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -929,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1051,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1084,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1097,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1218,7 +1213,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1231,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1250,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1295,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1309,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1317,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1333,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1349,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1665,12 +1660,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:07134f34e27d", + "target": "229640", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/230240.json b/landing/lenses/230240.json index aa901d1c4ea7d002b9f6b564ba5f8ccbabee9c69..291ac92458e5e69bed13b44c43a267d8b36a2c67 100644 --- a/landing/lenses/230240.json +++ b/landing/lenses/230240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,7 +917,7 @@ "divergenceExplanation": [ "채무상환능력 축이 65점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.7점 하향 (PD 23.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.7점 하향 (PD 26.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 45.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -933,14 +933,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,8 +1093,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1106,7 +1106,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,10 +1146,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1184,7 +1184,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1240,10 +1240,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1259,10 +1259,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230360.json b/landing/lenses/230360.json index 8ab6bc7b96cd0a794a1b2c09dcfb7ca1b8791904..1997f1d1830c11da52da0dfc8962561116c1e3fb 100644 --- a/landing/lenses/230360.json +++ b/landing/lenses/230360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-10", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-10", "period": "2025", "status": "derived", @@ -1143,7 +1143,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-10", "period": "2025", "status": "observed", @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/230980.json b/landing/lenses/230980.json index 6f1a4fb7b1a3497a88f6a76e2979cc4a998c0306..007686b19f9f10bc928ec81c8f72f32ae3a3a8d7 100644 --- a/landing/lenses/230980.json +++ b/landing/lenses/230980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -547,13 +547,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -634,7 +634,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -653,7 +653,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -672,7 +672,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-04", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1025,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-04", "period": "2025", "status": "derived", @@ -1067,7 +1067,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-04", "period": "2025", "status": "observed", @@ -1159,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1178,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232140.json b/landing/lenses/232140.json index de49735f0145a036a69e0225c5707a2d7b1e7e32..58751e5c1c53c26c82f4f3fd8326c9501a5b1df6 100644 --- a/landing/lenses/232140.json +++ b/landing/lenses/232140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,8 +1085,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,10 +1138,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1151,7 +1151,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232680.json b/landing/lenses/232680.json index 29c836729b20ece26a1d8a1e85e2e25f9702960f..520066e2eabdbb99e1b90f9dfe548edfec874835 100644 --- a/landing/lenses/232680.json +++ b/landing/lenses/232680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "divergenceExplanation": [ "유동성 축이 37점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 4.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.58%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1062,10 +1062,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/232830.json b/landing/lenses/232830.json index 89622026979741f16bca04f15a49fa81f0dd8aac..4b112688ca2878b6007c6d1fb33fd5d38ebf2cc0 100644 --- a/landing/lenses/232830.json +++ b/landing/lenses/232830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -305,13 +305,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -373,7 +373,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -392,7 +392,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -411,7 +411,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -430,7 +430,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -564,7 +564,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 18.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 99.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -580,14 +580,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -847,10 +847,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -866,10 +866,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/233990.json b/landing/lenses/233990.json index 9d9168d767a1d6488e19937b8b6980bbd63ee419..cbbad92dbf631e5ce3d4e6e1ad17292ff11d8ecd 100644 --- a/landing/lenses/233990.json +++ b/landing/lenses/233990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2021", "earliestPeriod": "2018", @@ -42,10 +42,10 @@ "representative": "2021" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -383,8 +383,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -396,8 +396,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -414,10 +414,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -427,7 +427,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -436,7 +436,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -504,10 +504,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -523,10 +523,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -546,7 +546,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -554,7 +554,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234030.json b/landing/lenses/234030.json index 181f62fac797b72554a3b2cff2e9541a6d7e0ab6..fa4b291d125cf1ac13fe43d53a3236bfeaeee491 100644 --- a/landing/lenses/234030.json +++ b/landing/lenses/234030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234080.json b/landing/lenses/234080.json index 9237ae76f7b7dbca6e25bc3be14ba57f9f4e44af..497ff561a66798bd334a9c522a2a305c7cf66a8f 100644 --- a/landing/lenses/234080.json +++ b/landing/lenses/234080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,7 +909,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 51점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.29%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234100.json b/landing/lenses/234100.json index 08c9db9d7bfaafcddd4feba0c26091aebdb5fc70..1ac10fee8157d036555d274fafc8de463d97182a 100644 --- a/landing/lenses/234100.json +++ b/landing/lenses/234100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234300.json b/landing/lenses/234300.json index faac1f613cc4039acbe13b9762ec99e623a032d5..02ee2212e229e4cc9db824e2b0570b590f1b8c65 100644 --- a/landing/lenses/234300.json +++ b/landing/lenses/234300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 5.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234340.json b/landing/lenses/234340.json index 0775a5040d164760e3c83f3435907b626c50df5f..e63c3cc7c11e0e41d5d70117b6791a7574d928c3 100644 --- a/landing/lenses/234340.json +++ b/landing/lenses/234340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -738,14 +738,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -865,10 +865,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -898,7 +898,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -911,7 +911,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -931,8 +931,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -964,7 +964,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -989,7 +989,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1064,10 +1064,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1095,7 +1095,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1341,7 +1341,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1363,7 +1363,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1381,15 +1381,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/234690.json b/landing/lenses/234690.json index c59ed470f0ae83421887877a10cf19004859a4f9..69088f2ba79649e83db9f5eb99bfd317013802ee 100644 --- a/landing/lenses/234690.json +++ b/landing/lenses/234690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -886,14 +886,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1013,19 +1013,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1046,8 +1046,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,17 +1092,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1112,7 +1112,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1137,7 +1137,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1165,13 +1165,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1180,7 +1180,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/234920.json b/landing/lenses/234920.json index 26e47922e28b65d7b801bd46d4dc7a6b27400657..eaf6632015c872e5108834922ddc6713a50c5b91 100644 --- a/landing/lenses/234920.json +++ b/landing/lenses/234920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,82 +1052,24 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2025-10-29", + "asOf": "2026-11-01", + "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, - "status": "partial", + "status": "blocked", "conclusion": { "label": "괴리 판단 보류", "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "low", - "score": 34.7, + "level": "blocked", + "score": 8.0, "method": "threeBlockCoverageAndSignalClarity" }, - "drivers": [ - { - "id": "price", - "label": "가격 반응", - "score": 0.0, - "direction": "neutral", - "sourceRef": "price.score" - } - ], - "claims": [ - { - "id": "quant.fundamentalPriceRelation", - "label": "펀더멘털과 가격의 관계", - "comparisonKey": "fundamentalPriceRelation", - "basis": "marketBehavior", - "direction": "unknown", - "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2025-10-29", - "period": null, - "status": "derived", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "relation": "inconclusive" - }, - { - "id": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "neutral", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2025-10-29", - "period": null, - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "falsifierRefs": [ - "classificationBreak" - ], - "value": 0.0 - } - ], - "evidence": [ - { - "id": "quant.price", - "kind": "marketReaction", - "sourceRef": "dartlab://quant/verdict", - "status": "derived", - "observedAt": "2025-10-29", - "detail": "괴리 판정의 price 입력" - } - ], + "drivers": [], + "claims": [], + "evidence": [], "assumptions": [ { "id": "expectationMethod", @@ -1153,6 +1095,12 @@ "status": "unsupported", "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", "sourceRef": "dartlab://gather/revenueConsensus" + }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict" } ], "scenarios": [ @@ -1192,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1336,8 +1284,9 @@ } }, "statusCounts": { - "partial": 3, - "usable": 2 + "partial": 2, + "usable": 2, + "blocked": 1 }, "gaps": [ { @@ -1417,6 +1366,13 @@ "sourceRef": "dartlab://gather/revenueConsensus", "engine": "quant" }, + { + "id": "quant.priceReaction", + "status": "missing", + "reason": "가격 반응을 계산할 충분한 시계열이 없습니다.", + "sourceRef": "dartlab://quant/verdict", + "engine": "quant" + }, { "id": "macro.edge.hy-risk-premium.companyEvidence", "status": "partial", diff --git a/landing/lenses/235980.json b/landing/lenses/235980.json index d10b9eff054bb1dfc2c3815e47a8a89ddbf2e25e..3c5e596c756adff5cd3b476993a12525b68e5d26 100644 --- a/landing/lenses/235980.json +++ b/landing/lenses/235980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -443,13 +443,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -657,14 +657,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -784,19 +784,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -817,8 +817,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -830,7 +830,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -850,8 +850,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -863,17 +863,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -883,7 +883,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -908,7 +908,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -936,13 +936,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -951,7 +951,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -983,10 +983,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1006,7 +1006,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1014,7 +1014,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/236200.json b/landing/lenses/236200.json index 5dae64e1f7c150727c8602e70f39911e0f6ee338..e26fd489574c20bbd27a784faf013a051dd217f0 100644 --- a/landing/lenses/236200.json +++ b/landing/lenses/236200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-AA+", - "summary": "dCR 위험점수 3.17, 전망 안정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 3.24, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,14 +817,14 @@ "id": "base", "label": "기준", "grade": "dCR-AA+", - "score": 3.17, + "score": 3.24, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-AA+", - "score": 3.51, + "score": 3.73, "assumptions": { "scenarioStress": "moderate" } @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,10 +1272,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1290,10 +1290,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1304,7 +1304,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1328,7 +1328,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1344,7 +1344,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1668,7 +1668,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1690,7 +1690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1708,15 +1708,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/236810.json b/landing/lenses/236810.json index d38ada190c78466c5fac7cac7f07aa97f1acc0eb..e4b15bec2114a708a9cbeafedcb181ac559de772 100644 --- a/landing/lenses/236810.json +++ b/landing/lenses/236810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237690.json b/landing/lenses/237690.json index 2410c6a0752be204244b7113f8129ea1d99ac6f4..5562f2ee9202662c2b07422e3103495a9b4c3a46 100644 --- a/landing/lenses/237690.json +++ b/landing/lenses/237690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,18 +621,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A", - "summary": "dCR 위험점수 17.77, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 19.50, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,15 +816,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A", - "score": 17.77, + "grade": "dCR-A-", + "score": 19.5, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A", - "score": 18.5, + "grade": "dCR-A-", + "score": 20.35, "assumptions": { "scenarioStress": "moderate" } @@ -907,7 +907,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.06, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -917,7 +917,7 @@ "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.3점 하향 (PD 3.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,19 +1059,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1092,8 +1092,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,17 +1138,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1158,7 +1158,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,7 +1217,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1226,7 +1226,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1461,88 +1461,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:377f6cd046c8", - "target": "237690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.75 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/237750.json b/landing/lenses/237750.json index da41e579bcc7373fe90af56b1206d43b06c5271d..f06d2c953c82a1f23ea59abd0c262dfc8c8ca0e1 100644 --- a/landing/lenses/237750.json +++ b/landing/lenses/237750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -911,7 +911,7 @@ "divergenceExplanation": [ "현금흐름 축이 57점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 235.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 249.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -926,14 +926,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1053,10 +1053,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237820.json b/landing/lenses/237820.json index 589520e7c34605e31d74f7f3ac4f6d14bda5c1e6..30bd38cfc7dc530bf57198090087322a88f83cb8 100644 --- a/landing/lenses/237820.json +++ b/landing/lenses/237820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1155,10 +1155,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1174,10 +1174,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/237880.json b/landing/lenses/237880.json index 912898bc717e8964dea417aa29b2022201c2b901..706d96b3a5ad3d8c7c83737309681cb10a84c164 100644 --- a/landing/lenses/237880.json +++ b/landing/lenses/237880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -928,14 +928,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1055,10 +1055,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1101,7 +1101,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1179,7 +1179,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1235,10 +1235,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1254,10 +1254,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238090.json b/landing/lenses/238090.json index 6adab6c54e9be6a92111ecf48a59a6b1bfae682a..92e7cb46b6b687e2e46cea4f58fed7466d41912b 100644 --- a/landing/lenses/238090.json +++ b/landing/lenses/238090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,7 +915,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -930,14 +930,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1057,10 +1057,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,7 +1103,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1145,8 +1145,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1181,7 +1181,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1237,10 +1237,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1256,10 +1256,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1467,7 +1467,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1489,7 +1489,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1507,8 +1507,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/238120.json b/landing/lenses/238120.json index 19f553ce58f81cf903fc89047653280b944986d4..0d3f0cabcc8c87bf2ca8ec39f6251e923a38b78b 100644 --- a/landing/lenses/238120.json +++ b/landing/lenses/238120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238170.json b/landing/lenses/238170.json index 3ac45c65f72f3a6aa0edb78c0e7a8bf0d82edf71..d0a7c39caec9a5f689c8ab11b94ded66364bdba9 100644 --- a/landing/lenses/238170.json +++ b/landing/lenses/238170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2019", @@ -44,10 +44,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-26", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-26", "period": "2023", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-26", "period": "2023", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238200.json b/landing/lenses/238200.json index 7c129fd6c90663349aeb8653039cae97f691bcbc..da193a21ecf6be5bc5d8f425aab0389ff860807c 100644 --- a/landing/lenses/238200.json +++ b/landing/lenses/238200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1074,7 +1074,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,15 +1589,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/238490.json b/landing/lenses/238490.json index dac71178e4ef8a4da6d3db49208dc73935c252a6..fd494eed04e64fd5a719923f6561a09cafbf35bd 100644 --- a/landing/lenses/238490.json +++ b/landing/lenses/238490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 17.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 20.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/238500.json b/landing/lenses/238500.json index 12d964c35b359c6161d56624381697a919b5575f..83d04c22208cefea024dd806c8269c9a820dcf54 100644 --- a/landing/lenses/238500.json +++ b/landing/lenses/238500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -446,10 +446,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -465,10 +465,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -488,7 +488,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -496,7 +496,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239340.json b/landing/lenses/239340.json index 4bb7749312e0165b467fef5d21afecfb1b943d44..efed134e8f293d4e83bff87291cd2bb5e7c2e401 100644 --- a/landing/lenses/239340.json +++ b/landing/lenses/239340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/239610.json b/landing/lenses/239610.json index 4bea075c3367f798fc468d33bd6f911901cc47a4..9336601bca22b608bc3f10832951d66a0475f8b7 100644 --- a/landing/lenses/239610.json +++ b/landing/lenses/239610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1001,7 +1001,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,15 +1426,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/239890.json b/landing/lenses/239890.json index 59a0161f024b6724f13e5146fc41e88424677855..d9b2471efc4c3a236814a9fcd9cb713e6040c92a 100644 --- a/landing/lenses/239890.json +++ b/landing/lenses/239890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -977,7 +977,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -986,7 +986,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240550.json b/landing/lenses/240550.json index 4888f5276ecb20f0e10871b061120fd5204108e0..a325637434a4a2948f5512f9c7fa91a914263119 100644 --- a/landing/lenses/240550.json +++ b/landing/lenses/240550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240600.json b/landing/lenses/240600.json index 3e18e78cdf78154f2c88d646de58da75a84fc0da..d8651894fce64595e1908816a47729e61f3ad0d4 100644 --- a/landing/lenses/240600.json +++ b/landing/lenses/240600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 26.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 26.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/240810.json b/landing/lenses/240810.json index 51356fb29bd0cb0ce431c234cbf1afb4c061a164..5c5be8a11c030dcbbce5ae5732b1787e1a2f24a6 100644 --- a/landing/lenses/240810.json +++ b/landing/lenses/240810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241520.json b/landing/lenses/241520.json index 80186dec2888efb69f8625e1ce8a336d9c223903..e76e3fdbb440a4e987b079642bcfb905e9be6d4f 100644 --- a/landing/lenses/241520.json +++ b/landing/lenses/241520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -476,13 +476,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -601,14 +601,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -728,10 +728,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -774,7 +774,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -794,8 +794,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -816,8 +816,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -852,7 +852,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -908,10 +908,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -950,7 +950,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1233,7 +1233,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1251,8 +1251,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241560.json b/landing/lenses/241560.json index ffd7930b3702a45277f5cdd7604206f547770f3b..a23ab7e0b5ed103b45fe8fc024a4ae1b16a1569b 100644 --- a/landing/lenses/241560.json +++ b/landing/lenses/241560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241590.json b/landing/lenses/241590.json index 6cfd258710a1a76664ded84b3369839c6bb368f6..a1472a77cb6cab7ad4efcd808787a287bfa06e80 100644 --- a/landing/lenses/241590.json +++ b/landing/lenses/241590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,7 +912,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 9.09%). 최근 주가 하락이 반영된 결과", "D/EBITDA 15.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241690.json b/landing/lenses/241690.json index 0f1e7cb90aae673f4101c832c21b51a48c4d25ed..a9ac1d3f75c5d1b7da81978d10bd7017821fe01a 100644 --- a/landing/lenses/241690.json +++ b/landing/lenses/241690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -709,7 +709,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -728,7 +728,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -747,7 +747,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -932,14 +932,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1059,10 +1059,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,7 +1105,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1147,8 +1147,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1183,7 +1183,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1239,10 +1239,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1258,10 +1258,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1469,7 +1469,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1491,7 +1491,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1509,8 +1509,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/241710.json b/landing/lenses/241710.json index 439905ad579fb0eda8d879fdbcedd68283657157..162af9e143061d80615bb1699c9ddbbe81749f6e 100644 --- a/landing/lenses/241710.json +++ b/landing/lenses/241710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1466,7 +1466,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1488,7 +1488,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1506,15 +1506,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/241770.json b/landing/lenses/241770.json index bd2ec071ce9b378d8f253d2338329a4d1f262dde..fe814cfce88e6cd5720b13b5167f3080c0480e06 100644 --- a/landing/lenses/241770.json +++ b/landing/lenses/241770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1269,10 +1269,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1547,7 +1547,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1569,7 +1569,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1587,15 +1587,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/241790.json b/landing/lenses/241790.json index bcd2078f91c34a8ce907da37c2faf78a891ebbcb..a34529bc9f2308645590b84590c337d7924a0574 100644 --- a/landing/lenses/241790.json +++ b/landing/lenses/241790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,7 +910,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 3.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,10 +1278,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241820.json b/landing/lenses/241820.json index 6a0a4d0b9cea4f1393a37384ae17054bcc70c9da..3c3bf03f298c7c0d965e7b1d0843ca1c403add6d 100644 --- a/landing/lenses/241820.json +++ b/landing/lenses/241820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -52,10 +52,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -158,7 +158,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -211,7 +211,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2017", @@ -264,7 +264,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -607,7 +607,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1110,10 +1110,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1129,10 +1129,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1160,7 +1160,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/241840.json b/landing/lenses/241840.json index d0ec5592870b8ff9fa6526def61396d26faa381e..b4c503113fa6c14387ec34e2998594404be17164 100644 --- a/landing/lenses/241840.json +++ b/landing/lenses/241840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -804,14 +804,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -931,10 +931,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -977,7 +977,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1055,7 +1055,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1111,10 +1111,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1130,10 +1130,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1161,7 +1161,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/242040.json b/landing/lenses/242040.json index 83fe186c4631172255a05f204cb3ffe2c295d152..f9c81855a5aad5b44d0a88f9b4470fa84e06152d 100644 --- a/landing/lenses/242040.json +++ b/landing/lenses/242040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,18 +599,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 24.96, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 27.52, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,15 +794,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 24.96, + "grade": "dCR-BBB-", + "score": 27.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 26.47, + "grade": "dCR-BBB-", + "score": 28.8, "assumptions": { "scenarioStress": "moderate" } @@ -885,7 +885,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 38점으로 등급 하방 압력", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243070.json b/landing/lenses/243070.json index 9ee0625972ed037256698a23282510a3b3c089ce..87a734059437bc83edb8283e249d959658e03143 100644 --- a/landing/lenses/243070.json +++ b/landing/lenses/243070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,7 +908,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1138,8 +1138,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/243840.json b/landing/lenses/243840.json index 38c033491f2ca65513180f1bb7ab4645fd860784..ec46561a2b2fbb0c9a01ec7057739c3802cf5ad4 100644 --- a/landing/lenses/243840.json +++ b/landing/lenses/243840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244460.json b/landing/lenses/244460.json index 9cf6576f09ed2b250db0c310ec2ab9a37118c69b..0a65069e096c8d584b2e3b61699f5b733566d369 100644 --- a/landing/lenses/244460.json +++ b/landing/lenses/244460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2022", "status": "derived", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/244920.json b/landing/lenses/244920.json index f1ffcbf6244fd00383db29b4e41be007e0b13d21..9a02917ec8984eba3359b73252047b2c310f0cad 100644 --- a/landing/lenses/244920.json +++ b/landing/lenses/244920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -851,19 +851,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,17 +930,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1009,7 +1009,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1018,7 +1018,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,12 +1319,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:0d88230f13d9", + "target": "244920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.327 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/245620.json b/landing/lenses/245620.json index 683829acf3a0c1b8bbe051d93fd44a8c92b0edc1..1d9602e50ffef9f226a22298d0596206e15c6c41 100644 --- a/landing/lenses/245620.json +++ b/landing/lenses/245620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-12", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-12", "period": "2023", "status": "derived", @@ -1042,7 +1042,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-12", "period": "2023", "status": "observed", @@ -1132,10 +1132,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1151,10 +1151,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246250.json b/landing/lenses/246250.json index 4c3c3972e458e9dcb4648bbdd4b524707b02ba60..c9cae2ec9e43bd5141bc2f1c3a0eacfc8f10742c 100644 --- a/landing/lenses/246250.json +++ b/landing/lenses/246250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -60,10 +60,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -165,7 +165,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -186,7 +186,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019Q4", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -477,13 +477,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -678,14 +678,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -805,10 +805,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -912,10 +912,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246690.json b/landing/lenses/246690.json index 0e9e3d312a8aa296b63329fbb122b87708ec3515..6235140b750422dadce1a054b829087cf5ba0b89 100644 --- a/landing/lenses/246690.json +++ b/landing/lenses/246690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -615,14 +615,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -742,10 +742,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -788,7 +788,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -808,8 +808,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -830,8 +830,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -866,7 +866,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -964,7 +964,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -972,7 +972,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246710.json b/landing/lenses/246710.json index 248e6156d1be94b31fbf1e606e002429745dc157..f157585db66499ce8d5a6fc1f552a8cce7c57985 100644 --- a/landing/lenses/246710.json +++ b/landing/lenses/246710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,7 +821,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 19.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 20.20%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1013,10 +1013,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1026,7 +1026,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1035,7 +1035,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246720.json b/landing/lenses/246720.json index 0c1c900ab0f086067df0fdf336b9a2e52db96131..0f41818a316016f9948e1bafe8b290f23fd6aad8 100644 --- a/landing/lenses/246720.json +++ b/landing/lenses/246720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -852,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -979,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-24", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-24", "period": "2022", "status": "derived", @@ -1059,7 +1059,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-24", "period": "2022", "status": "observed", @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/246960.json b/landing/lenses/246960.json index a843ac00fb4d76935a691307c1b46eb52824665c..112a723e4bc4ea4b6ac69bba9314bb928605d899 100644 --- a/landing/lenses/246960.json +++ b/landing/lenses/246960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,10 +1185,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1511,12 +1511,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1f8f85a7fe57", + "target": "246960", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/247540.json b/landing/lenses/247540.json index 2d339c1582e99074bf818cb37c1aa0952667d3b0..1f9adfbe4760ee9b5be56ccb38ea369486424895 100644 --- a/landing/lenses/247540.json +++ b/landing/lenses/247540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "현금흐름 축이 59점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 14.28%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.6점 하향 (PD 13.93%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,10 +1257,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1275,10 +1275,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1321,7 +1321,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/247660.json b/landing/lenses/247660.json index 0fa910b1f7d2d76189d8626f25fedfcb09be022b..a388cfe9a4c1bdb9079f58c8fe481c6e12734bf2 100644 --- a/landing/lenses/247660.json +++ b/landing/lenses/247660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1007,7 +1007,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248070.json b/landing/lenses/248070.json index 4b003b7cfdb3d617d5ffae96de384f162705d3f3..6ee721bada8aa1190a9dc6219a7f990f66ac11e2 100644 --- a/landing/lenses/248070.json +++ b/landing/lenses/248070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,18 +580,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 29.69, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 31.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,14 +776,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 29.69, + "score": 31.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 31.08, + "grade": "dCR-BBB-", + "score": 33.33, "assumptions": { "scenarioStress": "moderate" } @@ -799,6 +799,11 @@ "id": "weakAxisDeterioration", "condition": "현금흐름 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.현금흐름" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -864,6 +869,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 5.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -878,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1005,10 +1011,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1038,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1051,7 +1057,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,10 +1097,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1129,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1204,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/248170.json b/landing/lenses/248170.json index 32ab3aef60ec163b091c79eec1215364bbf211e2..87a8e02617f0210b12ac07062d71579cdb35aa35 100644 --- a/landing/lenses/248170.json +++ b/landing/lenses/248170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -922,14 +922,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1049,10 +1049,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1082,8 +1082,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1095,7 +1095,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1115,8 +1115,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1135,10 +1135,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1173,7 +1173,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1229,10 +1229,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1248,10 +1248,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1275,10 +1275,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1313,7 +1313,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/249420.json b/landing/lenses/249420.json index 4fc9211a56b242b130c625ff5b1cc06522fc18a2..42e9afd604e926c9620d31f9310786c2bef53504 100644 --- a/landing/lenses/249420.json +++ b/landing/lenses/249420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -617,13 +617,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -742,7 +742,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.99%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/250000.json b/landing/lenses/250000.json index 0789cd4c1b8fc5cf4a435c669e7d3aa77be0d6f7..477571e8f947e4e81d83e49fbd04c043af9eb99d 100644 --- a/landing/lenses/250000.json +++ b/landing/lenses/250000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -607,13 +607,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -732,7 +732,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250030.json b/landing/lenses/250030.json index 624d0af534913f2b8e1fe8ef23a86dce35deabee..75c391006f0fde5dbc01b05deb68c601a9c2bcfa 100644 --- a/landing/lenses/250030.json +++ b/landing/lenses/250030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1042,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1104,10 +1104,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1123,10 +1123,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250060.json b/landing/lenses/250060.json index 5b365c7c974a25bdc9c95cc4abd7bf13c833ac17..793b0e998379409fa41fd40b2411f92383fb3d51 100644 --- a/landing/lenses/250060.json +++ b/landing/lenses/250060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -128,7 +128,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -183,7 +183,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -217,7 +217,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -238,7 +238,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -272,7 +272,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -548,13 +548,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -635,7 +635,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -853,14 +853,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1019,7 +1019,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1205,10 +1205,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/250930.json b/landing/lenses/250930.json index b69dfca85551b46ff1ddb4d5676f94ba7c735b98..f5b39f8bd28223c2fd06f539579e124cd1fd1b30 100644 --- a/landing/lenses/250930.json +++ b/landing/lenses/250930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -818,7 +818,7 @@ "divergenceExplanation": [ "자본구조 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 33.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -961,19 +961,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -994,8 +994,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1040,17 +1040,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1119,7 +1119,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1128,7 +1128,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1363,12 +1363,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c5171b64347d", + "target": "250930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.326 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/251120.json b/landing/lenses/251120.json index 0de89f05696d98377a20af53b1dff4f2e9a20244..ce76ecaa3be5be07573f1e2374b8f169e869d241 100644 --- a/landing/lenses/251120.json +++ b/landing/lenses/251120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251270.json b/landing/lenses/251270.json index 70807188cf2ba2d20b4d2c0f6b7b321b32dabb54..07db277aa5445719b21f789c374743131c54b940 100644 --- a/landing/lenses/251270.json +++ b/landing/lenses/251270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -828,14 +828,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -955,10 +955,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -988,7 +988,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1001,7 +1001,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1054,7 +1054,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1079,7 +1079,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1135,10 +1135,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1154,10 +1154,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1380,7 +1380,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1402,7 +1402,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1420,15 +1420,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/251370.json b/landing/lenses/251370.json index 4eec1f06ecdcc7ccf6b5baf2ced925f13cd293f1..296c532f0b19ebe31e6afc8e502b7f97868416db 100644 --- a/landing/lenses/251370.json +++ b/landing/lenses/251370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 8.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 9.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1458,7 +1458,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1480,7 +1480,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1498,15 +1498,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/251630.json b/landing/lenses/251630.json index acde411f0e4e125e8ea602da19166b03da7ffaa1..5fd1883436e3aca0dbe3f15557ffc8e002052009 100644 --- a/landing/lenses/251630.json +++ b/landing/lenses/251630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 13.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.88%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/251970.json b/landing/lenses/251970.json index dfa30095d4e90731e231de78f0e41781dc88a827..dd77d685d4b90a442076b05b0b9d7c66a316047e 100644 --- a/landing/lenses/251970.json +++ b/landing/lenses/251970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1015,19 +1015,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,17 +1094,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1167,13 +1167,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1182,7 +1182,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252500.json b/landing/lenses/252500.json index a6718a269a4488fcea87fd2c714dcf334de6b135..c16d625ccf58ab837cbba9af60234517e456ca17 100644 --- a/landing/lenses/252500.json +++ b/landing/lenses/252500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1061,8 +1061,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1092,10 +1092,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,10 +1219,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1237,10 +1237,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/252990.json b/landing/lenses/252990.json index eaa08ee4dd7d79e7c9c20372c7dfb348e9d2b359..8a137a7c41a0c47790a16b3761d510446caaa371 100644 --- a/landing/lenses/252990.json +++ b/landing/lenses/252990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,8 +1004,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1035,10 +1035,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1125,10 +1125,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1144,10 +1144,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253450.json b/landing/lenses/253450.json index b4a5a54dc26b29dacecefcb6a460efc86c75ba06..3ca80f3e581d7d8354b9b9c2a54b1ebec115a5e3 100644 --- a/landing/lenses/253450.json +++ b/landing/lenses/253450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -901,7 +901,7 @@ "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1076,7 +1076,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,15 +1493,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.25 + "value": 0.5 } ], "falsifiers": [ diff --git a/landing/lenses/253590.json b/landing/lenses/253590.json index 1f3c9c5094b708fc1ad6f8ed6646bb924c1e3840..09fd3b07caaf2b81c3ab9fafd35cd09dae6f18b8 100644 --- a/landing/lenses/253590.json +++ b/landing/lenses/253590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/253840.json b/landing/lenses/253840.json index e44a32e233ae25c06965b2259d4bb2bd2eafff73..a6120a3e7399aedf639aba19dda446d037ccbd7c 100644 --- a/landing/lenses/253840.json +++ b/landing/lenses/253840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 13.41%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254120.json b/landing/lenses/254120.json index 8715ed8ea3371427c485e19e66958a9e0f367f50..27d611c031f1aa156eaa05accc20b571d8dc4c5e 100644 --- a/landing/lenses/254120.json +++ b/landing/lenses/254120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/254490.json b/landing/lenses/254490.json index 9d8fea9edd46636a250ac1d2e678864093cb89c5..324662094d1c236d33b24b185ed5f4d99335057e 100644 --- a/landing/lenses/254490.json +++ b/landing/lenses/254490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 25.99, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 23.17, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -755,14 +755,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 25.99, + "score": 23.17, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB", - "score": 26.66, + "score": 23.95, "assumptions": { "scenarioStress": "moderate" } @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -992,7 +992,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1136,10 +1136,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1155,10 +1155,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255220.json b/landing/lenses/255220.json index 1d69d8b55a6e66e8ea3e513e556ed406215479a6..34f350dbe3f2df83e644247f6375a5dcd61fa4a1 100644 --- a/landing/lenses/255220.json +++ b/landing/lenses/255220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2018", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/255440.json b/landing/lenses/255440.json index afe416003405b939d09148d30f59835fa2056869..ccc8d476ee8bbe88bfc063233932ccb502c521a6 100644 --- a/landing/lenses/255440.json +++ b/landing/lenses/255440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1077,8 +1077,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,10 +1130,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256150.json b/landing/lenses/256150.json index fe747707201c65f209a0c34ab600e632ae9c4dff..6c53aac1c78ffcfad1217822251f4eb8572c68da 100644 --- a/landing/lenses/256150.json +++ b/landing/lenses/256150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256630.json b/landing/lenses/256630.json index ba3524c945d8d6b394bb7a800df56d30541c26c2..0133e7a83cd53fcee94061244c4dc4f699c468f1 100644 --- a/landing/lenses/256630.json +++ b/landing/lenses/256630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256840.json b/landing/lenses/256840.json index 32ee2943abca0b84583f96884191af1771c04bc3..4315bccb7892eb11f725054a2be3dd373259d29a 100644 --- a/landing/lenses/256840.json +++ b/landing/lenses/256840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/256940.json b/landing/lenses/256940.json index 6ba46f230bd46f4c6dc9facc0c2eb8d6f126120a..5bcd8fd54c06002d07ecaf09c3a39061932100c2 100644 --- a/landing/lenses/256940.json +++ b/landing/lenses/256940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,7 +902,7 @@ "divergenceExplanation": [ "채무상환능력 축이 89점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.04%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -918,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1045,10 +1045,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1133,8 +1133,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1169,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1225,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1244,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257370.json b/landing/lenses/257370.json index e88a79fe607e2c0dfdc2408f1e1276479d253728..6aec35ce94f492cfdd454a338a6261dc6d613f75 100644 --- a/landing/lenses/257370.json +++ b/landing/lenses/257370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -530,13 +530,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1011,10 +1011,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257720.json b/landing/lenses/257720.json index 062fac06fd6346a88b082746539ee20407d26493..02210c978dcc799ef02ae67094dc15479ab021da 100644 --- a/landing/lenses/257720.json +++ b/landing/lenses/257720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/257990.json b/landing/lenses/257990.json index db43e70065783f600caeac90f19d6e5028f3f0d7..2f7e8859abfdfc1a139ea1935c4a6186b41c02e4 100644 --- a/landing/lenses/257990.json +++ b/landing/lenses/257990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -366,10 +366,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-13", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,7 +425,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-13", "period": "2025", "status": "derived", @@ -446,7 +446,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-13", "period": "2025", "status": "observed", @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258610.json b/landing/lenses/258610.json index 6b257d70632dfe37fe28f76c83ac358d5230dcdf..3eecaa1e7dc21f9514fdf0287bfddb37d47bb3f9 100644 --- a/landing/lenses/258610.json +++ b/landing/lenses/258610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258790.json b/landing/lenses/258790.json index afc08782a2f0ec941300996510b1f453fd846b61..f8241083aaeec35c2d107fde678b03c5389571e0 100644 --- a/landing/lenses/258790.json +++ b/landing/lenses/258790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -587,13 +587,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,7 +693,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -712,7 +712,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/258830.json b/landing/lenses/258830.json index 0237d052e3f84ccbaa0256a9ae91ff68d0b81bc0..0f9727fcfcd4e31690b033666c7f366aaa0f29ba 100644 --- a/landing/lenses/258830.json +++ b/landing/lenses/258830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -597,13 +597,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -722,7 +722,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/259630.json b/landing/lenses/259630.json index af7d64ed391b364cbc349e56a00d59f193082a40..85b12d42eb0d92b516c6b83b53bb0787e9072ce4 100644 --- a/landing/lenses/259630.json +++ b/landing/lenses/259630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1454,7 +1454,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1476,7 +1476,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1494,8 +1494,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/259960.json b/landing/lenses/259960.json index 38293086662b7bb465f1279adbd09915502ea9e7..350abc8bbe2d18525ea58135b4401f56da2b17e5 100644 --- a/landing/lenses/259960.json +++ b/landing/lenses/259960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260660.json b/landing/lenses/260660.json index 33e09c9d70f0b177503866e75648051a10bd099d..4ee92f6871acda7b386e794da21f394057c99696 100644 --- a/landing/lenses/260660.json +++ b/landing/lenses/260660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.20%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1120,7 +1120,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260930.json b/landing/lenses/260930.json index 1e821a91cbff67d126b272fe11228d088ce170ca..ea01762927c8d09a457fc198517b1e0f236f5eae 100644 --- a/landing/lenses/260930.json +++ b/landing/lenses/260930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -903,7 +903,7 @@ "divergenceExplanation": [ "현금흐름 축이 52점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.69%). 최근 주가 하락이 반영된 결과", "D/EBITDA 11.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,8 +1134,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/260970.json b/landing/lenses/260970.json index 002f934f711fa9dcad632498a990d2102aa8d0a8..a61505ff499388499932e97e4bba9eed691a7a53 100644 --- a/landing/lenses/260970.json +++ b/landing/lenses/260970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,10 +1031,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261200.json b/landing/lenses/261200.json index 90eb91393dc4e47d1022fd9bd8b687ddcc1986c5..40d29cd355cb2b415db1d90fc1fe5ebc9e097964 100644 --- a/landing/lenses/261200.json +++ b/landing/lenses/261200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,19 +1048,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,17 +1127,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1206,7 +1206,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1215,7 +1215,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261520.json b/landing/lenses/261520.json index c9424feaee5f0dcad3f028e51eb2a1c434bcc0b0..dc702959f9e891e14a9d2b4979a0ac440d77dfa7 100644 --- a/landing/lenses/261520.json +++ b/landing/lenses/261520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/261780.json b/landing/lenses/261780.json index 45b28bdbb43be9dd2637d7378dc4fed8ad2f74cc..da95b8750fd059acc118cae76a8a49d027eaf487 100644 --- a/landing/lenses/261780.json +++ b/landing/lenses/261780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -867,8 +867,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,8 +887,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -975,10 +975,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -994,10 +994,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1017,7 +1017,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1025,7 +1025,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262260.json b/landing/lenses/262260.json index fa465310cb9112da8bf602f164a57bcbf4109be3..0be7b914db47f119def6a5fbb63e7afd5e6ede06 100644 --- a/landing/lenses/262260.json +++ b/landing/lenses/262260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.42%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1003,19 +1003,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/262840.json b/landing/lenses/262840.json index 10f609895ecbc69b92e7c3d0c5440c2d92651800..7664a971f38d2079d5a6f050d63275bc82f518c8 100644 --- a/landing/lenses/262840.json +++ b/landing/lenses/262840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1004,19 +1004,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1083,17 +1083,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,13 +1156,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1171,7 +1171,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263020.json b/landing/lenses/263020.json index d88283a651b80a9e01ea72a3d8dc9a6755c47335..1b69d3ff0a4ef4ff64ac9096c09d790973cd98b4 100644 --- a/landing/lenses/263020.json +++ b/landing/lenses/263020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1439,7 +1439,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1461,7 +1461,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1479,8 +1479,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/263050.json b/landing/lenses/263050.json index 907b2f882324eff42a2bc4e7e0e0208781ecab1b..6776440a21f892fd30dc028ba2fbc704727e33ae 100644 --- a/landing/lenses/263050.json +++ b/landing/lenses/263050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.86%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-06", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-06", "period": "2023", "status": "derived", @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-06", "period": "2023", "status": "observed", @@ -1134,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1153,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263600.json b/landing/lenses/263600.json index 9de05654acad1bd9e1f84326440c73babdfcd8f1..1e9f509937fdfa0013dfbca1c10525e45e4de5b3 100644 --- a/landing/lenses/263600.json +++ b/landing/lenses/263600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,19 +1050,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,17 +1129,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1208,7 +1208,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1217,7 +1217,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:c35e61c55ce9", + "target": "263600", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.308 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/263690.json b/landing/lenses/263690.json index a898b9c4725cd863c5639d4483f0808d319c7e20..93e144f3b052fe70b894ce5b4e2c23af59041966 100644 --- a/landing/lenses/263690.json +++ b/landing/lenses/263690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1029,10 +1029,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1075,7 +1075,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1153,7 +1153,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1209,10 +1209,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1228,10 +1228,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263700.json b/landing/lenses/263700.json index 4af0a77bc770b0257ef4045f876036e9d3a17825..56c091f95b7b65761b1a0be9827ce5c6d4bd6898 100644 --- a/landing/lenses/263700.json +++ b/landing/lenses/263700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -990,8 +990,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1043,10 +1043,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1056,7 +1056,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263720.json b/landing/lenses/263720.json index 9a0f3e3e23ee7c6d4a79811979d57ec9fe2227e6..5a6f4dece26ab1d08e296480c1fa23ca8e9e3891 100644 --- a/landing/lenses/263720.json +++ b/landing/lenses/263720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263750.json b/landing/lenses/263750.json index 60d12fee04babfa5b5875e1196d54e02df188eaa..aadad0cd8f68a18fda86d8e37e46e4aa5db33ff9 100644 --- a/landing/lenses/263750.json +++ b/landing/lenses/263750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1193,10 +1193,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1212,10 +1212,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263770.json b/landing/lenses/263770.json index a9ba6823a330d09f6664f2362429c1e0436b035e..cfa4f87e23dc67a81e165594ef0ee356d6af7914 100644 --- a/landing/lenses/263770.json +++ b/landing/lenses/263770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263800.json b/landing/lenses/263800.json index b2799805c7c6d43101888e98eba1056a1efc9255..2979fa2102f36c01a3ef73616071b651a3e9f63a 100644 --- a/landing/lenses/263800.json +++ b/landing/lenses/263800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.41%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.25%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263810.json b/landing/lenses/263810.json index 0e46fc7ad037fc25af06217c053efc868aab72ae..66ea5cb8e67c325570c8a4ee20a652091fee78d1 100644 --- a/landing/lenses/263810.json +++ b/landing/lenses/263810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263860.json b/landing/lenses/263860.json index beb951437e0474806303141240bd8dc63490d6a0..d4fc94a8c7cc02d421478c20a6157307cf587621 100644 --- a/landing/lenses/263860.json +++ b/landing/lenses/263860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1073,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,10 +1126,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/263920.json b/landing/lenses/263920.json index ab54e471ce3260f8a02c737e7760d304d9c67e24..9d4c648409f827a5cd3d17d3d956abe169e65b10 100644 --- a/landing/lenses/263920.json +++ b/landing/lenses/263920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264450.json b/landing/lenses/264450.json index bdc766711a1a15c81413e07b020511f6907a4187..70253b1a1ba1c40511bd4ffd704cb8a5db5bb721 100644 --- a/landing/lenses/264450.json +++ b/landing/lenses/264450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -924,14 +924,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1097,7 +1097,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1117,8 +1117,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1139,8 +1139,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1150,7 +1150,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1175,7 +1175,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1231,10 +1231,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1250,10 +1250,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264660.json b/landing/lenses/264660.json index c7a66ec4acfa7b11ccc14fee77f658efc413bc6d..87b9a9d8f3d12b99f73c69d042acbec485f69205 100644 --- a/landing/lenses/264660.json +++ b/landing/lenses/264660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -609,13 +609,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 1.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.06%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1451,7 +1451,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1473,7 +1473,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1491,8 +1491,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/264850.json b/landing/lenses/264850.json index ed86611e6c96c8f13f067a4ad4813f25139e6be6..52e9430e31feb539d99948ed2cba25518a2ec32f 100644 --- a/landing/lenses/264850.json +++ b/landing/lenses/264850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/264900.json b/landing/lenses/264900.json index 57a6c322d0806e34cc48ad785d6f69265d41d6af..37e2b0ba7692216d800fed344975a35b30320986 100644 --- a/landing/lenses/264900.json +++ b/landing/lenses/264900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -619,13 +619,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -744,7 +744,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -916,7 +916,7 @@ "divergenceExplanation": [ "현금흐름 축이 39점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 2.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265520.json b/landing/lenses/265520.json index b34204f819f6e0de13ab283b7ad3effa23b7fd5f..1d178d1b54836f4dcd19ca66e8c67d21286c2d32 100644 --- a/landing/lenses/265520.json +++ b/landing/lenses/265520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -620,13 +620,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,7 +745,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -931,14 +931,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,7 +1091,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1104,7 +1104,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1124,8 +1124,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1146,8 +1146,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1182,7 +1182,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1238,10 +1238,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1257,10 +1257,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265560.json b/landing/lenses/265560.json index 3c03c222c23a90a568f85cbcf43bfeb1c70a04e6..46681086d9f8332e0ede90354d55c281b15835ce 100644 --- a/landing/lenses/265560.json +++ b/landing/lenses/265560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1166,7 +1166,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/265740.json b/landing/lenses/265740.json index 2291d27614e8c6f22fcb3a6187677fca384a061f..f0289aa54f4b95e2bb67042977e96e657f1f6538 100644 --- a/landing/lenses/265740.json +++ b/landing/lenses/265740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266170.json b/landing/lenses/266170.json index 05d6148bb37763fb7dd85bb4662781893b979fdc..020376fa9af6eaf74015ac5d2df762e77ce9107a 100644 --- a/landing/lenses/266170.json +++ b/landing/lenses/266170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -233,14 +233,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -360,10 +360,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -399,7 +399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -419,7 +419,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -440,7 +440,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -549,10 +549,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -580,7 +580,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266350.json b/landing/lenses/266350.json index 61a17ca1f1b036092e101f640b5888e53a4f2a8d..974fb0e279277bcb44fa4944173b7b76731284f7 100644 --- a/landing/lenses/266350.json +++ b/landing/lenses/266350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -754,7 +754,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -845,10 +845,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -864,10 +864,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,7 +887,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/266690.json b/landing/lenses/266690.json index dbb2c6bdca45ff234b61399c312767d2be0c50b4..229708ecf8638649e84a4c7576dad97fc28c39d8 100644 --- a/landing/lenses/266690.json +++ b/landing/lenses/266690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,18 +571,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.20, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 26.20, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,15 +766,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 21.2, + "grade": "dCR-BBB", + "score": 26.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 21.52, + "grade": "dCR-BBB", + "score": 26.52, "assumptions": { "scenarioStress": "moderate" } @@ -839,10 +839,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -979,10 +980,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -998,7 +999,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1011,8 +1012,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1031,8 +1032,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1042,7 +1043,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1051,7 +1052,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1119,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1138,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1166,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1184,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1221,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1237,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267080.json b/landing/lenses/267080.json index 5499e065182d329bc1985d1c34b3ee3792020bcf..a1d88dcedccbd937f389795f64852809d14a8ea7 100644 --- a/landing/lenses/267080.json +++ b/landing/lenses/267080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -726,7 +726,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": null, "period": "2024", "status": "derived", @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -894,7 +894,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -918,7 +918,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267250.json b/landing/lenses/267250.json index e971be344af916d69f8e4af140d96d4ef0ec69c6..ea906deda6359346382ebcf922fe7b44f742f6f9 100644 --- a/landing/lenses/267250.json +++ b/landing/lenses/267250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -608,13 +608,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -733,7 +733,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -917,14 +917,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1044,10 +1044,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,7 +1090,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1110,8 +1110,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,8 +1132,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1168,7 +1168,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1224,10 +1224,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1243,10 +1243,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267260.json b/landing/lenses/267260.json index 1761231dc64ca6a9af0ce4ea83c6335344526ff2..5b922a911b2995c9967f799016fa3838265b023d 100644 --- a/landing/lenses/267260.json +++ b/landing/lenses/267260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1285,10 +1285,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1339,7 +1339,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267270.json b/landing/lenses/267270.json index ebd4ba361d094d52cf616a8bde6ed9a537a233ca..2e2bb46d6c2ab83879290d82acf69747dbaca3ee 100644 --- a/landing/lenses/267270.json +++ b/landing/lenses/267270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -899,7 +899,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 4.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267290.json b/landing/lenses/267290.json index 184f102fa86c78fde1f79a6b1532318b7a30ff02..d527d4588ef92a08dbd7565352d1dddfacff6f4d 100644 --- a/landing/lenses/267290.json +++ b/landing/lenses/267290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1509,7 +1509,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1531,7 +1531,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1549,8 +1549,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/267320.json b/landing/lenses/267320.json index ec499f5f95daf4a147879f918ee7418a410811e9..3e2af37df8ad0370e2a676dd3a484c80c1b929b5 100644 --- a/landing/lenses/267320.json +++ b/landing/lenses/267320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 5.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1017,19 +1017,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1050,8 +1050,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,17 +1096,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1175,7 +1175,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1184,7 +1184,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267790.json b/landing/lenses/267790.json index 4e2b1e4320ef74dfd5829fde42581b1e4e196761..f4677691c0b7a24a822900037023552d159abdb5 100644 --- a/landing/lenses/267790.json +++ b/landing/lenses/267790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -609,18 +609,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.22, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.22, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -734,7 +734,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -804,15 +804,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.22, + "grade": "dCR-AA-", + "score": 9.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.39, + "score": 10.13, "assumptions": { "scenarioStress": "moderate" } @@ -828,6 +828,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -895,7 +900,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", @@ -913,14 +918,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1040,19 +1045,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1073,8 +1078,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1086,7 +1091,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1111,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,17 +1124,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1144,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1164,7 +1169,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,7 +1203,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1207,7 +1212,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1220,10 +1225,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1239,10 +1244,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,88 +1447,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:01faca3d9a42", - "target": "267790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.402 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/267850.json b/landing/lenses/267850.json index d1ae5ebd6506d8141a42cee88358965b42996e8f..769604c05a244903372c94beb934567ed3ce274e 100644 --- a/landing/lenses/267850.json +++ b/landing/lenses/267850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1103,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/267980.json b/landing/lenses/267980.json index 4765bf0c5f2ed55fbabb08140797a5c0674e7226..a5294e51a71ec8f51543c06c234a73e13f1a8a5c 100644 --- a/landing/lenses/267980.json +++ b/landing/lenses/267980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -920,14 +920,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1047,19 +1047,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1080,8 +1080,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1093,7 +1093,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1113,8 +1113,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,17 +1126,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1146,7 +1146,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1205,7 +1205,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1214,7 +1214,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1227,10 +1227,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1246,10 +1246,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1273,10 +1273,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/268280.json b/landing/lenses/268280.json index b860f45af8ee9d8afa528dca6dadc68d4fca7ed8..af33da454fc5508aff3a5a8aa021198dba2ca10f 100644 --- a/landing/lenses/268280.json +++ b/landing/lenses/268280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1074,8 +1074,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,10 +1127,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,10 +1258,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1276,10 +1276,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/269620.json b/landing/lenses/269620.json index 9480634d6f90aa11093a49c17450868893e43faf..4ccf35330cce22aea2d460603f210e15c206d38a 100644 --- a/landing/lenses/269620.json +++ b/landing/lenses/269620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-24", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1088,7 +1088,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1108,7 +1108,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-24", "period": "2025", "status": "derived", @@ -1130,7 +1130,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-08-24", "period": "2025", "status": "observed", @@ -1222,10 +1222,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1241,10 +1241,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1277,10 +1277,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1299,7 +1299,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270520.json b/landing/lenses/270520.json index 38896030d958718a52f011c06e9d59cc8e3eeaf1..5392ec3c3ebce5b6ed55a7254a8b7b710b2f0740 100644 --- a/landing/lenses/270520.json +++ b/landing/lenses/270520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -540,13 +540,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1010,7 +1010,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1066,10 +1066,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1085,10 +1085,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270660.json b/landing/lenses/270660.json index 7026cf786f3b903972e71b144ab7a35dea0e94fd..946d4d5a8b85ec8b15cc47bb05ae0a62f8e7cfd6 100644 --- a/landing/lenses/270660.json +++ b/landing/lenses/270660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/270870.json b/landing/lenses/270870.json index 157622aac082ea6e60da59d788d8f3ab1bf57011..e9ab986421fdf0255c0c7d1fa1222e287da5e368 100644 --- a/landing/lenses/270870.json +++ b/landing/lenses/270870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,10 +1259,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1297,7 +1297,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271560.json b/landing/lenses/271560.json index 383239727cda0d214db0d0ac0938ded0c39396c4..e8678501f724324a8d782a3b6bb736a98f67e1f4 100644 --- a/landing/lenses/271560.json +++ b/landing/lenses/271560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1087,7 +1087,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1129,8 +1129,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1165,7 +1165,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1221,10 +1221,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1240,10 +1240,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1267,10 +1267,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1289,7 +1289,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1305,7 +1305,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271830.json b/landing/lenses/271830.json index 88928a69547e3044cbd2745df10a5351d70bbae8..711170e638e1a9de50427ec73ac624d8ee6a6899 100644 --- a/landing/lenses/271830.json +++ b/landing/lenses/271830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -767,7 +767,7 @@ "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 54.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 52.08%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -782,14 +782,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -909,10 +909,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -955,7 +955,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1033,7 +1033,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271940.json b/landing/lenses/271940.json index e46e24e3e3061bd261693ac448d231beac2b96ff..5f6fc0712d06adb90968dac16e1e2cbf1b832120 100644 --- a/landing/lenses/271940.json +++ b/landing/lenses/271940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -946,7 +946,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/271980.json b/landing/lenses/271980.json index ec240a578ce861bcc81e3ca3c5b1f46a786934d2..b2d28753ed1fe3fe6e2df8582c829c76621442e0 100644 --- a/landing/lenses/271980.json +++ b/landing/lenses/271980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -916,14 +916,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1043,10 +1043,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1089,7 +1089,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1109,8 +1109,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1131,8 +1131,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1167,7 +1167,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1223,10 +1223,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1242,10 +1242,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1453,7 +1453,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1475,7 +1475,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1493,8 +1493,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272110.json b/landing/lenses/272110.json index 748c4b4f61ea35e132622b2748d3aa34973e93f5..c53345370b5d7d21c6d197db93f44250d5b6c8bb 100644 --- a/landing/lenses/272110.json +++ b/landing/lenses/272110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,18 +589,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 21.18, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 23.18, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,15 +784,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 21.18, + "grade": "dCR-BBB+", + "score": 23.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 22.65, + "score": 24.65, "assumptions": { "scenarioStress": "moderate" } @@ -808,11 +808,6 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -874,7 +869,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -883,7 +878,7 @@ }, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.32%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -898,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1025,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1071,7 +1066,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1113,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1205,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1224,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1265,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1289,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1529,7 +1524,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1551,7 +1546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1569,8 +1564,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/272210.json b/landing/lenses/272210.json index 79e823080c4d0e632fcbffe43af8aa0436db5884..5ac8868a823ed388f2a08920744681788394ba93 100644 --- a/landing/lenses/272210.json +++ b/landing/lenses/272210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,14 +896,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1023,10 +1023,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1056,7 +1056,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1069,7 +1069,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1111,8 +1111,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1147,7 +1147,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1203,10 +1203,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1222,10 +1222,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272290.json b/landing/lenses/272290.json index ee70f9d3a24ef8844655b439360342c9b5d62128..2b2f084732ef206bf5bd2082317525763bde628a 100644 --- a/landing/lenses/272290.json +++ b/landing/lenses/272290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,7 +906,7 @@ "divergenceExplanation": [ "현금흐름 축이 35점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.0점 하향 (PD 3.82%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,8 +1136,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272450.json b/landing/lenses/272450.json index b286619e0ab1dfd8178176d64c2ccfcd1493a3d4..59286787097fc6f7b6c28cbc50fec6fc7f72b42a 100644 --- a/landing/lenses/272450.json +++ b/landing/lenses/272450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -900,7 +900,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1042,10 +1042,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/272550.json b/landing/lenses/272550.json index 7ab098e0fff5e6958958ec0c521dbfe494ba4da2..9396d721f6fe70e6ecad160e2ba5a126cfeedf96 100644 --- a/landing/lenses/272550.json +++ b/landing/lenses/272550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 3.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1132,10 +1132,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1311,7 +1311,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1327,7 +1327,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/273060.json b/landing/lenses/273060.json index d8c5f5398bae44fb17f06a748675445a480f2db6..ff226cfe31cb00d68b01799024b976c455be916c 100644 --- a/landing/lenses/273060.json +++ b/landing/lenses/273060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,19 +1002,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1035,8 +1035,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,17 +1081,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1160,7 +1160,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1169,7 +1169,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1404,88 +1404,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4db41d69a683", - "target": "273060", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/273640.json b/landing/lenses/273640.json index 45192bed4d4fb61264d08b65e608fb786fcd3768..8a3292cfb011d92833a4bc4f36b75ea56aae14e7 100644 --- a/landing/lenses/273640.json +++ b/landing/lenses/273640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1007,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1020,8 +1020,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1038,10 +1038,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1051,7 +1051,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274090.json b/landing/lenses/274090.json index d34a9cbf665a2c843640f023deb01523bb3f09b5..aa39c352ed302fd54afaa9dc5cc00ee1b52b92c9 100644 --- a/landing/lenses/274090.json +++ b/landing/lenses/274090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/274400.json b/landing/lenses/274400.json index 0377574777c67756eed4339e003015238f83c6aa..f8194bb88e1d3f26bbe47306a2162dcbacd227de 100644 --- a/landing/lenses/274400.json +++ b/landing/lenses/274400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -718,7 +718,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -762,7 +762,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/275630.json b/landing/lenses/275630.json index 7ced0f2d246050cc10e936a16aab26320854c571..fcda63e67d2dcc688543092da6195e66d64c633f 100644 --- a/landing/lenses/275630.json +++ b/landing/lenses/275630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1119,8 +1119,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,7 +1441,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1463,7 +1463,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1481,8 +1481,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/276040.json b/landing/lenses/276040.json index ff890efade6c65fdb1e89e2e0f6e15585626ff5b..41a2dfff9785d160f12572c56bb4e1885c79d2d0 100644 --- a/landing/lenses/276040.json +++ b/landing/lenses/276040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -548,14 +548,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -675,10 +675,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -721,7 +721,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": "2025", "status": "observed", @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/276730.json b/landing/lenses/276730.json index 0cc6fd3563641ede3dba63f8ad7ae5d46bd3db5c..f8729aa411e8e912a6b153be0e50d6028fa9d0ab 100644 --- a/landing/lenses/276730.json +++ b/landing/lenses/276730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,7 +784,7 @@ "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 275.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 291.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -959,8 +959,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1012,10 +1012,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1152,10 +1152,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277070.json b/landing/lenses/277070.json index aa2045829198c40a7f0a97d6b98b142f24f6da68..fc161af400482901bacdc243b2d2c9394da637af 100644 --- a/landing/lenses/277070.json +++ b/landing/lenses/277070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -157,7 +157,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -178,7 +178,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -210,7 +210,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -231,7 +231,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -263,7 +263,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -806,19 +806,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -839,8 +839,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -852,7 +852,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -872,8 +872,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -885,17 +885,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -905,7 +905,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -930,7 +930,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -964,7 +964,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -973,7 +973,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1023,10 +1023,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1041,10 +1041,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1055,7 +1055,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1087,7 +1087,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277410.json b/landing/lenses/277410.json index e32a268086ac9be8797d1ba0634e581ea150748e..e07ba78e9bcecd1872a18670bb4409e5b61491ac 100644 --- a/landing/lenses/277410.json +++ b/landing/lenses/277410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.3점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.3점 하향 (PD 12.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -912,14 +912,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1039,10 +1039,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1072,7 +1072,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1085,7 +1085,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1127,8 +1127,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1163,7 +1163,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1219,10 +1219,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1238,10 +1238,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1265,10 +1265,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277810.json b/landing/lenses/277810.json index 8d5910323cb3a00ebcd4a1a89f12ac9499696f2d..e0093f9687335520d4a461e75c2be95d29fb2512 100644 --- a/landing/lenses/277810.json +++ b/landing/lenses/277810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -876,7 +876,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -889,7 +889,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -909,8 +909,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -930,8 +930,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -941,7 +941,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1039,10 +1039,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/277880.json b/landing/lenses/277880.json index 867ca340d6217aa800f12741d62572b1f00629d1..7fc867c6fa4a0d309c92a65ba6ed4d7300f35999 100644 --- a/landing/lenses/277880.json +++ b/landing/lenses/277880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ }, "divergenceExplanation": [ "유동성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 7.96%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278280.json b/landing/lenses/278280.json index bab31079c3aebacc0663981a387f61100ccd3ede..9d84c6f9b5032997212ebe1dd9d63fc2a5c84f50 100644 --- a/landing/lenses/278280.json +++ b/landing/lenses/278280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -898,7 +898,7 @@ "divergenceExplanation": [ "유동성 축이 64점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.81%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.57%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -913,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,7 +1086,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1128,8 +1128,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1164,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1220,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1239,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/278470.json b/landing/lenses/278470.json index 235977489c1984b1800f8fc27d80c2c66f93355a..24ca2994fdcb17bdfeb9171e4aaaab45f4dd666c 100644 --- a/landing/lenses/278470.json +++ b/landing/lenses/278470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278650.json b/landing/lenses/278650.json index bc3d97dca25c719b7f65f41eafc6575084551d8b..cf812d3552c40f63f5f9313c3348911bc0f6587a 100644 --- a/landing/lenses/278650.json +++ b/landing/lenses/278650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1426,7 +1426,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1448,7 +1448,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1466,8 +1466,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/278990.json b/landing/lenses/278990.json index 7ce94ec2ca5d9494e2f324fa9d35aea2e4890f4e..73b2c9785aaf1d9ce0c44152b198be77ff369f27 100644 --- a/landing/lenses/278990.json +++ b/landing/lenses/278990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2021", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -364,10 +364,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -430,8 +430,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -452,8 +452,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -488,7 +488,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -563,10 +563,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -590,10 +590,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -604,7 +604,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -612,7 +612,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -628,7 +628,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -886,7 +886,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/279570.json b/landing/lenses/279570.json index dc536dda5a5e1f2f1fe1794b13b6eb26bf538bae..54f920ca6e3ec5d50c877c16e789013481bac2e5 100644 --- a/landing/lenses/279570.json +++ b/landing/lenses/279570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -543,14 +543,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -702,8 +702,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -722,8 +722,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -742,7 +742,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -810,10 +810,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -829,10 +829,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -852,7 +852,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -860,7 +860,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/279600.json b/landing/lenses/279600.json index 447c2b37ef22640ea241c882483d9fc339a1f7f3..b6cc6a49a67c45683e2e013f31b21447092289c9 100644 --- a/landing/lenses/279600.json +++ b/landing/lenses/279600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.58%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 93.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,8 +967,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -998,10 +998,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/280360.json b/landing/lenses/280360.json index 0b04fdbdfc079ddb5fd082fe31cef908785b3eda..fbf9a98552b6d3749f60e9b615af94527ff86ce8 100644 --- a/landing/lenses/280360.json +++ b/landing/lenses/280360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -921,14 +921,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1048,10 +1048,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1081,8 +1081,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1094,7 +1094,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1114,8 +1114,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1134,10 +1134,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1147,7 +1147,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1172,7 +1172,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1228,10 +1228,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1247,10 +1247,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,10 +1274,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1312,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281740.json b/landing/lenses/281740.json index 07cd22e8e0b10c4df9a19f63ee48309557426ee7..886ff1b355c67fcbe36d6239a26d87e41310e54f 100644 --- a/landing/lenses/281740.json +++ b/landing/lenses/281740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -588,13 +588,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,7 +872,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "자본구조 축이 49점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 11.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.25%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1250,10 +1250,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1296,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/281820.json b/landing/lenses/281820.json index 07901ec041c4e0abc226e81933a7c63f37768312..ab49f75cec858b5d8dd9ef751b40ac3a50e5d6c4 100644 --- a/landing/lenses/281820.json +++ b/landing/lenses/281820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -611,13 +611,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -736,7 +736,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -914,14 +914,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282330.json b/landing/lenses/282330.json index 3ba3d281071ecc8d1ea3a50eec9358b47ebde621..2993903f344ea223f91d4ece10cfacf1871eae0b 100644 --- a/landing/lenses/282330.json +++ b/landing/lenses/282330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,7 +904,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1046,19 +1046,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1079,8 +1079,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,17 +1125,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1145,7 +1145,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1170,7 +1170,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,7 +1204,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1213,7 +1213,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1226,10 +1226,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1245,10 +1245,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1285,7 +1285,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1495,88 +1495,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d56a05828352", - "target": "282330", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.389 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/282620.json b/landing/lenses/282620.json index 7d994be4049fec39dc833d6e861dd901a8c9757a..766682ed2180d5314234e7e5c89155459af88f13 100644 --- a/landing/lenses/282620.json +++ b/landing/lenses/282620.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/282720.json b/landing/lenses/282720.json index 14680a270f34d36dc08eb31c9b32b3ee9cf93aac..c8ec3a0e092d4bd59a32e97f9a781f5424ca358b 100644 --- a/landing/lenses/282720.json +++ b/landing/lenses/282720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -833,7 +833,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 54점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 6.67%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 7.61%). 최근 주가 하락이 반영된 결과", "D/EBITDA 47.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -850,14 +850,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1023,7 +1023,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1043,8 +1043,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1076,7 +1076,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1101,7 +1101,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/282880.json b/landing/lenses/282880.json index 8efea4a84c076f49eb8022d06ebee84dcbb63bac..d937fd2db6243e89e2f3c398378cc0d111d02903 100644 --- a/landing/lenses/282880.json +++ b/landing/lenses/282880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "사업안정성 축이 44점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 15.19%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -897,14 +897,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1057,7 +1057,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284620.json b/landing/lenses/284620.json index 1b5d9f9a893e2debdd80ea4fac03b2734a2066c7..3b95efd0989b072ab39adaf200edafc0dbadc0ab 100644 --- a/landing/lenses/284620.json +++ b/landing/lenses/284620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -917,7 +917,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1028,10 +1028,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1047,10 +1047,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1070,7 +1070,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1078,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/284740.json b/landing/lenses/284740.json index 4e2b039c425556690494cee89a018c6ebd0f30fa..a1e60400c0f16419418768bf63aef756a981acaf 100644 --- a/landing/lenses/284740.json +++ b/landing/lenses/284740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -915,14 +915,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1263,10 +1263,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1281,10 +1281,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1335,7 +1335,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1659,7 +1659,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1681,7 +1681,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1699,15 +1699,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/285130.json b/landing/lenses/285130.json index ea2feea797c6766de3141d384cd9ec2116e294fd..8269ea90013545916b1518d5a51f4bcddee6e567 100644 --- a/landing/lenses/285130.json +++ b/landing/lenses/285130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -680,7 +680,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -923,14 +923,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1083,8 +1083,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1096,7 +1096,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1116,8 +1116,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1136,10 +1136,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1149,7 +1149,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1174,7 +1174,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1230,10 +1230,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1249,10 +1249,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1280,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285490.json b/landing/lenses/285490.json index 35b7e333d9d26c5b967ee214c53dc4bcab15d148..0a9c750c157f976427e927dd338461b553bc49fd 100644 --- a/landing/lenses/285490.json +++ b/landing/lenses/285490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -902,14 +902,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1024,10 +1024,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1148,7 +1148,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1204,10 +1204,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1223,10 +1223,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1306,7 +1306,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1322,7 +1322,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/285800.json b/landing/lenses/285800.json index 90a59c2c58f0ac22da307484a6eb673673708bb5..4d1e6a971f55c14f740487c9b697251e8925bdea 100644 --- a/landing/lenses/285800.json +++ b/landing/lenses/285800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 25.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1127,10 +1127,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1457,7 +1457,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1479,7 +1479,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1497,15 +1497,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/286750.json b/landing/lenses/286750.json index eb79c6b1ded6b4ad6b0598f8be865081855c27cc..678d4cc3f38e28d40f321738defe0df00a5f217e 100644 --- a/landing/lenses/286750.json +++ b/landing/lenses/286750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.82%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 19.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -951,15 +951,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1168,10 +1168,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1186,10 +1186,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1494,88 +1494,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:be0495ddc45c", - "target": "286750", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/286940.json b/landing/lenses/286940.json index 5f2182658b165b0bfdfb87b318ad79cd0476863d..e338c474df730319d9a8948368a52e28c3499485 100644 --- a/landing/lenses/286940.json +++ b/landing/lenses/286940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1064,8 +1064,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1077,7 +1077,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1097,8 +1097,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,10 +1117,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1155,7 +1155,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1211,10 +1211,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1230,10 +1230,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1261,7 +1261,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/287840.json b/landing/lenses/287840.json index ebd1574b2838b40a48225848fae06554050f1ff2..4ce666559778c33c31193da2b55e86cd211c011a 100644 --- a/landing/lenses/287840.json +++ b/landing/lenses/287840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288180.json b/landing/lenses/288180.json index 07b156ec91e510a4cc5ca5250f03aa59fdd1c790..9cc28b5ea694eb6b2464bcbad9e87028d9ae6357 100644 --- a/landing/lenses/288180.json +++ b/landing/lenses/288180.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/288330.json b/landing/lenses/288330.json index 7de92a7b0700ef1944b13f467c95d349fa663303..0c2a6c3c10143d603fb6532c7f4acf736e7d7d41 100644 --- a/landing/lenses/288330.json +++ b/landing/lenses/288330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -812,7 +812,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 353.70%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 337.03%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -827,14 +827,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -954,10 +954,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": null, "status": "derived", @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-07", "period": null, "status": "observed", @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288620.json b/landing/lenses/288620.json index 1428564023a9a7d22b0524c08be5046e812e1c1f..a97289a72cfa1221c12875c9f3f8ff9c6743d308 100644 --- a/landing/lenses/288620.json +++ b/landing/lenses/288620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -892,7 +892,7 @@ "divergenceExplanation": [ "유동성 축이 58점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 15.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 16.45%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -907,14 +907,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1067,7 +1067,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1133,7 +1133,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1158,7 +1158,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1214,10 +1214,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1233,10 +1233,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1251,10 +1251,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1273,7 +1273,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/288980.json b/landing/lenses/288980.json index d2ec52bdd03390068a4fc255757bfbd2827e60b7..706581e64cc21fffbccc91d536a8a5e9323b0d21 100644 --- a/landing/lenses/288980.json +++ b/landing/lenses/288980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,7 +777,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 1204.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 1199.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -792,14 +792,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -919,10 +919,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-10-19", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -965,7 +965,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -985,7 +985,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-10-19", "period": "2025", "status": "derived", @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-10-19", "period": "2025", "status": "observed", @@ -1099,10 +1099,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1118,10 +1118,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1149,7 +1149,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289010.json b/landing/lenses/289010.json index 7b78cab3014071df3c09877165a9b7e6998e79ed..c0e5c741a8788c189e9b0f445f94fbcab71bdee6 100644 --- a/landing/lenses/289010.json +++ b/landing/lenses/289010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.75%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 4.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2024", "status": "derived", @@ -1092,7 +1092,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-22", "period": "2024", "status": "observed", @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,10 +1228,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1246,10 +1246,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289080.json b/landing/lenses/289080.json index c86dfed8e7fc01f0ebcab9081bdbbf204cf934c1..f87b727bd05b8ef84bc0bec04b8b6b0bc390c415 100644 --- a/landing/lenses/289080.json +++ b/landing/lenses/289080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -94,7 +94,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -114,7 +114,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -348,13 +348,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -473,14 +473,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -600,19 +600,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -633,8 +633,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -646,7 +646,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -679,17 +679,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -699,7 +699,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -724,7 +724,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -758,7 +758,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -767,7 +767,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -780,10 +780,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -799,10 +799,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -830,7 +830,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289220.json b/landing/lenses/289220.json index 7e1ff528c6d73adad9d256629ef189f38aec010f..4e0b2df1b013c64b0eb1f130af59273fa7a844e6 100644 --- a/landing/lenses/289220.json +++ b/landing/lenses/289220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 28.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,10 +1021,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/289930.json b/landing/lenses/289930.json index 3a43ab9d3c85238f648d1030c0348d91ae12e0f9..7ebd8925896c8367028e097f0a9e92d8c64607bc 100644 --- a/landing/lenses/289930.json +++ b/landing/lenses/289930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290090.json b/landing/lenses/290090.json index 70a02fa37608799a3bc3738fe2b32d46b4b04abe..c022e0490147c0df04ccb8a5bbdb17d21a721e21 100644 --- a/landing/lenses/290090.json +++ b/landing/lenses/290090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -900,15 +900,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -933,8 +933,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -946,7 +946,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,17 +979,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1058,7 +1058,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1067,7 +1067,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1080,10 +1080,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1099,10 +1099,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1310,88 +1310,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f8d26f161a8c", - "target": "290090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.569 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290120.json b/landing/lenses/290120.json index a176d9d938ba82259be9341679852ad60b3ebc59..7883e6d0272112d33718c4eae1e05667e97a1a01 100644 --- a/landing/lenses/290120.json +++ b/landing/lenses/290120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1035,19 +1035,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1114,17 +1114,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1193,7 +1193,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1202,7 +1202,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,10 +1252,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1270,10 +1270,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1300,7 +1300,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1316,7 +1316,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1578,12 +1578,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:faddec453cf9", + "target": "290120", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.552 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290270.json b/landing/lenses/290270.json index e0475fe8ea0c083c3c8102e429f2b8e3184faa75..c767309388516407e1b4c8447bc53b6a33977e4a 100644 --- a/landing/lenses/290270.json +++ b/landing/lenses/290270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,19 +1030,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1109,17 +1109,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,7 +1188,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1197,7 +1197,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1432,12 +1432,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:02862deca404", + "target": "290270", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.654 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290380.json b/landing/lenses/290380.json index cf1c5b59d04e8dd6474533db78634dfff30b8e67..defdfe9015d22036a1d262f48167e75719813d81 100644 --- a/landing/lenses/290380.json +++ b/landing/lenses/290380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -655,10 +655,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -673,10 +673,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -687,7 +687,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -695,7 +695,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -711,7 +711,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290520.json b/landing/lenses/290520.json index 39bff5ddb16462a569b5f8cd7c72211705844134..ee9bd718d7c6fb37f66f08ce3542fe03ef714e3a 100644 --- a/landing/lenses/290520.json +++ b/landing/lenses/290520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -813,14 +813,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -940,10 +940,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -986,7 +986,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1006,8 +1006,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1064,7 +1064,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1120,10 +1120,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1139,10 +1139,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,10 +1166,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1444,7 +1444,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1466,7 +1466,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1484,8 +1484,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/290550.json b/landing/lenses/290550.json index 66190899f895db797e691d9d4a8ef6c2396ecd8f..ff08ed0cd6669342128bfa775fc40431b47e3c27 100644 --- a/landing/lenses/290550.json +++ b/landing/lenses/290550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -598,13 +598,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -723,7 +723,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1068,8 +1068,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,10 +1121,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1134,7 +1134,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290560.json b/landing/lenses/290560.json index 2d78648743addf8e26d1d8fe0e3534016fdabf08..bb0d79bf15f13e1f875044886a5a1bb63349409e 100644 --- a/landing/lenses/290560.json +++ b/landing/lenses/290560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1140,7 +1140,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290650.json b/landing/lenses/290650.json index 31126ab44d1e4334b8681e8ffdd0d65336bb28e8..9b8b0aab0ff7cc956d8e000dfe4e4528005a7926 100644 --- a/landing/lenses/290650.json +++ b/landing/lenses/290650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -602,18 +602,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 41.08, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 45.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -797,15 +797,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 41.08, + "grade": "dCR-BB", + "score": 45.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 41.61, + "grade": "dCR-BB", + "score": 45.51, "assumptions": { "scenarioStress": "moderate" } @@ -888,7 +888,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -898,6 +898,7 @@ "divergenceExplanation": [ "유동성 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 19.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -912,14 +913,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1039,15 +1040,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1072,8 +1073,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1085,7 +1086,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1105,8 +1106,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,17 +1119,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1139,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1163,7 +1164,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,7 +1198,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1206,7 +1207,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1219,10 +1220,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1238,10 +1239,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1261,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1269,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1441,88 +1442,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:89c7ae135863", - "target": "290650", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.566 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/290660.json b/landing/lenses/290660.json index f0cfc48c4fc5b19c0e8f81cbda25affa591b7933..98c796b158b1ad07655798e5a2fbf847b2641e9f 100644 --- a/landing/lenses/290660.json +++ b/landing/lenses/290660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 20.91%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 19.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,7 +1195,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290670.json b/landing/lenses/290670.json index 315d0348070a0b6f8b0d9566bc8f4187ae6f7d72..34f403972e2e48ab5d12a3c70a2bde58abdfcdd5 100644 --- a/landing/lenses/290670.json +++ b/landing/lenses/290670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ "divergenceExplanation": [ "유동성 축이 46점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 129.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 136.40%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1070,7 +1070,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1125,8 +1125,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290690.json b/landing/lenses/290690.json index 2ed462417bfc3eb146701db39d60abf1256bff1c..e66fd0265cadb20811612c2b49aa2da510cf3216 100644 --- a/landing/lenses/290690.json +++ b/landing/lenses/290690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,10 +1188,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1206,10 +1206,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290720.json b/landing/lenses/290720.json index c4bc8d52261ab25438dba69677f178d11f809c42..c55dccdd3f7067a3b3f549f4f94ee2b980dc61aa 100644 --- a/landing/lenses/290720.json +++ b/landing/lenses/290720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -602,13 +602,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -670,7 +670,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -893,7 +893,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 86.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 109.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -908,14 +908,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1035,10 +1035,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,7 +1081,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1101,8 +1101,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,8 +1123,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1159,7 +1159,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1215,10 +1215,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1234,10 +1234,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/290740.json b/landing/lenses/290740.json index 7cbc4c13b4c432863135bfc572f5fc852b6343ac..fdfacee8022a54406ce7c3a8514e775a20cf2388 100644 --- a/landing/lenses/290740.json +++ b/landing/lenses/290740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1078,7 +1078,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1098,8 +1098,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1120,8 +1120,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1156,7 +1156,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1212,10 +1212,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1231,10 +1231,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1442,7 +1442,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1464,7 +1464,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1482,15 +1482,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/291230.json b/landing/lenses/291230.json index ec43a9fed0a1c87309646473e522dd7afcf56c29..3725ea02b524183774685704d77b68553f40f409 100644 --- a/landing/lenses/291230.json +++ b/landing/lenses/291230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -531,13 +531,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -599,7 +599,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,7 +822,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.0점 하향 (PD 29.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 28.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -837,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -964,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1010,7 +1010,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1030,8 +1030,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1088,7 +1088,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1144,10 +1144,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1163,10 +1163,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291650.json b/landing/lenses/291650.json index b16c59dfc9e738c562668bde7b43154b1fba0363..c490bca76a7e5c6c9177cb90cfb2f4cd50a9097c 100644 --- a/landing/lenses/291650.json +++ b/landing/lenses/291650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -869,8 +869,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -900,10 +900,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -913,7 +913,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/291810.json b/landing/lenses/291810.json index 58f6e95f705e2b7295ec90568efc09e403ca6dd9..2b5afdfd9250b5ff80f3f2592896008fe2960e74 100644 --- a/landing/lenses/291810.json +++ b/landing/lenses/291810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 85.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -749,7 +749,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-30", "period": null, "status": "derived", @@ -769,7 +769,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-30", "period": null, "status": "observed", @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293480.json b/landing/lenses/293480.json index 263953b6d38c021b4418d66cfd3ff47c21566dc7..8be387069aba15a9f3b517f52c37678700954df7 100644 --- a/landing/lenses/293480.json +++ b/landing/lenses/293480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1104,7 +1104,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293490.json b/landing/lenses/293490.json index 81a3c5109293069c37904bb53f46b71ffa1be24b..bcce52688ded2912fafb7ab5e77cacfb9a086a9e 100644 --- a/landing/lenses/293490.json +++ b/landing/lenses/293490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293580.json b/landing/lenses/293580.json index 3b88f29727a4fca6d2890eb8c12ae33cba911e99..4724602921a763f9e542203e56c0666588ba1b8d 100644 --- a/landing/lenses/293580.json +++ b/landing/lenses/293580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -658,14 +658,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -785,10 +785,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -818,8 +818,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -831,7 +831,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -851,8 +851,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -871,10 +871,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -884,7 +884,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -965,10 +965,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1002,10 +1002,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1020,10 +1020,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293780.json b/landing/lenses/293780.json index e184fd46a4f017709274d0d084e919bbd1b280fe..6ee13b429e1f3b807b55d65a93d2e13082492175 100644 --- a/landing/lenses/293780.json +++ b/landing/lenses/293780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -821,7 +821,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -834,7 +834,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -887,7 +887,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -968,10 +968,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -987,10 +987,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1010,7 +1010,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1018,7 +1018,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/293940.json b/landing/lenses/293940.json index 1a5da07649a3f962860255c4d65aa46e32d25b84..ac9978a9d30e9f7b541d768206a1dfbe0b500477 100644 --- a/landing/lenses/293940.json +++ b/landing/lenses/293940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -245,14 +245,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -367,10 +367,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -386,7 +386,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -399,8 +399,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -419,8 +419,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -430,7 +430,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -439,7 +439,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -507,10 +507,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -553,10 +553,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -571,10 +571,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -625,7 +625,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294090.json b/landing/lenses/294090.json index 79f55eacbdf85b0e874cd1d695f043fdf6c08cc7..2b75480bc6caeab153ab239dfe509dad3e09ab59 100644 --- a/landing/lenses/294090.json +++ b/landing/lenses/294090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -722,14 +722,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -888,7 +888,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -908,7 +908,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294140.json b/landing/lenses/294140.json index 193e559a3cc70880185836301b34b00f7b983665..eb858214bbe82c53c50b4967f156fb5d18818caf 100644 --- a/landing/lenses/294140.json +++ b/landing/lenses/294140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 36.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 39.48%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1000,8 +1000,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1088,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1107,10 +1107,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1125,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1143,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294570.json b/landing/lenses/294570.json index 80b340a33df1ecaa3a85db390dd9be2658d31af8..0d56969b0d35de8bc1a98a9a53c5b1cb92d682ea 100644 --- a/landing/lenses/294570.json +++ b/landing/lenses/294570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -719,14 +719,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -846,10 +846,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -885,7 +885,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -905,8 +905,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +954,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294630.json b/landing/lenses/294630.json index da26c58bd06ca28dc91c48c44ec0663700cac94f..47c51cb36934de0837627709eb526e5263840eb8 100644 --- a/landing/lenses/294630.json +++ b/landing/lenses/294630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -661,14 +661,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -820,8 +820,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -840,8 +840,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -860,7 +860,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/294870.json b/landing/lenses/294870.json index b6b89765ef1351c548cc6a498037582c35478262..2f54c76b98ffa949057f807561d6e3ca3565141e 100644 --- a/landing/lenses/294870.json +++ b/landing/lenses/294870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -909,14 +909,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1036,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1069,8 +1069,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1082,7 +1082,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1122,10 +1122,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1135,7 +1135,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.25 } ], "evidence": [ @@ -1160,7 +1160,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1216,10 +1216,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1235,10 +1235,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/295310.json b/landing/lenses/295310.json index 6449150b6c59a4a42e75b6b5c7f7be69cd31ec86..8c8de186df251f5dbc4e5b7363d39ac0c7d2fed2 100644 --- a/landing/lenses/295310.json +++ b/landing/lenses/295310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -405,14 +405,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -532,10 +532,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -564,8 +564,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,8 +584,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -604,7 +604,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -672,10 +672,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -691,10 +691,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -718,10 +718,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -732,7 +732,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -740,7 +740,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -756,7 +756,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/296640.json b/landing/lenses/296640.json index 9be42e60e4203a375040c908d7012005a8a90a60..6fcdc7b7d931cdaac446c776ba6346034680dc00 100644 --- a/landing/lenses/296640.json +++ b/landing/lenses/296640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297090.json b/landing/lenses/297090.json index 338dad5f68a64ed4f1baab15d76d9402cea30846..a3e4966801363d2a2bc0067a5a1f6330a6c0167d 100644 --- a/landing/lenses/297090.json +++ b/landing/lenses/297090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -586,13 +586,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -654,7 +654,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -673,7 +673,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,7 +692,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,7 +711,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,7 +870,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 5.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -885,14 +885,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1058,7 +1058,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1100,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1111,7 +1111,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1136,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1192,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1211,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1422,7 +1422,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1444,7 +1444,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1462,15 +1462,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/297570.json b/landing/lenses/297570.json index 6670bdea510e636a868ca4fd688b09eed2dafc3b..c2e459ecb1840b791bc31a2e6d4c7df6b31d2f48 100644 --- a/landing/lenses/297570.json +++ b/landing/lenses/297570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1064,10 +1064,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1154,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1173,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/297890.json b/landing/lenses/297890.json index 1f07c071756aa58c65509cd122180b8f939b9b9d..f2751fe0a470a47e08ef72d67a4c33efc527833b 100644 --- a/landing/lenses/297890.json +++ b/landing/lenses/297890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298000.json b/landing/lenses/298000.json index c4f10e6de0ce9a292078484a89291fd15eb54bb9..3ba2e9e3b1aa30ddf638e01ed82fee339ac46cf5 100644 --- a/landing/lenses/298000.json +++ b/landing/lenses/298000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -905,14 +905,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1071,7 +1071,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,8 +1112,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1202,10 +1202,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1221,10 +1221,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,10 +1239,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1257,10 +1257,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298020.json b/landing/lenses/298020.json index 65a25be6364911707d38e35452fae39aab982f69..ac8d5cd5721abcffe14cc9d21dce7aff5a4345b5 100644 --- a/landing/lenses/298020.json +++ b/landing/lenses/298020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -910,14 +910,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1037,10 +1037,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1070,8 +1070,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1083,7 +1083,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1103,8 +1103,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1123,10 +1123,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1136,7 +1136,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1161,7 +1161,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1217,10 +1217,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1236,10 +1236,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1254,10 +1254,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1272,10 +1272,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1294,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,7 +1302,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1318,7 +1318,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298040.json b/landing/lenses/298040.json index ee69116c613e2e2c1e34291fbe6185b75ea870c8..5d39dc6ee0481cc7d8c1042007e2bd0fbaa60f8f 100644 --- a/landing/lenses/298040.json +++ b/landing/lenses/298040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -895,7 +895,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 35점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 6.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.99%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1038,19 +1038,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1071,8 +1071,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1117,17 +1117,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1137,7 +1137,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1196,7 +1196,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1205,7 +1205,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1581,12 +1581,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8720e4d8b675", + "target": "298040", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/298050.json b/landing/lenses/298050.json index 1af7196924b73a575b0dbdafb86c08b1e27e0116..8127ab5a83e7dfdef2f0ffa6f9ea9cf67b9f0a13 100644 --- a/landing/lenses/298050.json +++ b/landing/lenses/298050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -896,7 +896,7 @@ "divergenceExplanation": [ "유동성 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -911,14 +911,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1038,10 +1038,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1084,7 +1084,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1126,8 +1126,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1162,7 +1162,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1218,10 +1218,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1237,10 +1237,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,10 +1255,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1273,10 +1273,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1287,7 +1287,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,7 +1303,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1319,7 +1319,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298060.json b/landing/lenses/298060.json index e4159cb1b97b0962e52177867332e304d87793aa..bffd6557696dc01ef2c7c5e33e5cafe398e0aae1 100644 --- a/landing/lenses/298060.json +++ b/landing/lenses/298060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 50.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -955,8 +955,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -986,10 +986,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -999,7 +999,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298380.json b/landing/lenses/298380.json index de75ddea09f2144511e87a0334cba14d8d2b6455..a7b8467e8cc0cccda060ace284bdb2d842ec1440 100644 --- a/landing/lenses/298380.json +++ b/landing/lenses/298380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -963,10 +963,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1009,7 +1009,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1029,8 +1029,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1062,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1087,7 +1087,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1185,7 +1185,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298540.json b/landing/lenses/298540.json index 94829dcf87b72470de1a9b93fa815847cb87be56..1fd4355eb8d15dda9809f66df445996afc2885b2 100644 --- a/landing/lenses/298540.json +++ b/landing/lenses/298540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "monotonicGate": "A+" }, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.53%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.33%). 최근 주가 하락이 반영된 결과", "지주사 연결 구조 - 자회사 부채가 연결 레버리지에 반영", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1041,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298690.json b/landing/lenses/298690.json index 535c0a3a7cc09e499acc9b7a0107a95ceee6202b..24083817c2ee1fb412144bad9398655a08e74d26 100644 --- a/landing/lenses/298690.json +++ b/landing/lenses/298690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -124,7 +124,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -154,7 +154,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -175,7 +175,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -205,7 +205,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -226,7 +226,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -532,13 +532,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.1점 하향 (PD 26.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -988,7 +988,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1032,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1041,7 +1041,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1109,10 +1109,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1128,10 +1128,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/298830.json b/landing/lenses/298830.json index 0b3cf9d9794067bc193a0bd5aecd95d8a34ac50d..de263368779ce38160229ce63d8c61663df0ff42 100644 --- a/landing/lenses/298830.json +++ b/landing/lenses/298830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -953,10 +953,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -999,7 +999,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1077,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1133,10 +1133,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1152,10 +1152,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,7 +1175,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299030.json b/landing/lenses/299030.json index 9c38b68eaaffb225fca891500395a16e543a4464..461c9d391a7e3e9f8a3bc001150e107763c7f0b5 100644 --- a/landing/lenses/299030.json +++ b/landing/lenses/299030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,7 +793,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.8점 하향 (PD 21.76%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.8점 하향 (PD 23.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 1607.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -975,8 +975,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -996,8 +996,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1024,7 +1024,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299170.json b/landing/lenses/299170.json index d9b4916becca0da13994e11d2334010c11d15a5d..7e86643b39f4814063c6aae8da748f0c895c3edb 100644 --- a/landing/lenses/299170.json +++ b/landing/lenses/299170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 7.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 8.39%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1034,7 +1034,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1047,7 +1047,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1067,8 +1067,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1089,8 +1089,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1125,7 +1125,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1181,10 +1181,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1200,10 +1200,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299660.json b/landing/lenses/299660.json index ed5fbbf984ba1d020691aa76fe29a7583ce6f822..dae7983429f4e9e04dbb2b2f57a11745f3f491b7 100644 --- a/landing/lenses/299660.json +++ b/landing/lenses/299660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -115,7 +115,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -145,7 +145,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -166,7 +166,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -448,13 +448,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -666,14 +666,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -793,10 +793,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -812,7 +812,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -825,8 +825,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -845,8 +845,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -856,7 +856,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -865,7 +865,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -952,10 +952,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -983,7 +983,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/299900.json b/landing/lenses/299900.json index 4448e9fbf08c2889c40032dc2b91609de2ba5ca3..6f6d27e00d63453ce20a46e2d49105af200bb79d 100644 --- a/landing/lenses/299900.json +++ b/landing/lenses/299900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-07-09", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,7 +1099,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-07-09", "period": "2025", "status": "derived", @@ -1121,7 +1121,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2026-07-09", "period": "2025", "status": "observed", @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/300080.json b/landing/lenses/300080.json index d4a22b06c4ffbb6498474d355c9627fa258f1f88..232b33d9325124542781a7a59a1ec2811967226e 100644 --- a/landing/lenses/300080.json +++ b/landing/lenses/300080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -948,15 +948,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -981,8 +981,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1027,17 +1027,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,13 +1100,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1115,7 +1115,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1170,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1350,12 +1350,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:738ff725805a", + "target": "300080", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300120.json b/landing/lenses/300120.json index a62b80ac0ac9b8f7a880e1d89da3eef2f7650a12..7db16f4bd3bdb2083dd464b9bb307118f7f6408c 100644 --- a/landing/lenses/300120.json +++ b/landing/lenses/300120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.7점 하향 (PD 16.42%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.7점 하향 (PD 18.49%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,15 +949,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,88 +1351,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:5d86840a29f7", - "target": "300120", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.745 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/300720.json b/landing/lenses/300720.json index 1d4bb166a55d673b4e0b7c0a6706e0357d40b8ab..5f9478c9a713ed95afacb73800a3fdd6353e0a43 100644 --- a/landing/lenses/300720.json +++ b/landing/lenses/300720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1063,8 +1063,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1116,10 +1116,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/301300.json b/landing/lenses/301300.json index c7af2f9cfd1dda0666dcb6871773ab5e58bda8c3..3960aff1707cf570eb9cb1e299d1425937f5a715 100644 --- a/landing/lenses/301300.json +++ b/landing/lenses/301300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,18 +515,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 45.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 47.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 45.75, + "score": 47.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 46.18, + "score": 47.73, "assumptions": { "scenarioStress": "moderate" } @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.6점 하향 (PD 29.51%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.28%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302430.json b/landing/lenses/302430.json index f40d39c6576fa097a8eeb2b95a01a96d53c04d2d..6fcfb03206d23a04b8bb9ee2c5fdc9702e40d236 100644 --- a/landing/lenses/302430.json +++ b/landing/lenses/302430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.87%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302440.json b/landing/lenses/302440.json index ee6c8730838ea2b589d5f27a71c76b3e3cb7b7df..de479d7e89f35030531577601cf25ece9b0401b3 100644 --- a/landing/lenses/302440.json +++ b/landing/lenses/302440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 6.83%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/302550.json b/landing/lenses/302550.json index fd35dc43a3c7fec167fc62ce5b1ca50dccfed316..f92595406b2aee96669914e05658276517b1031d 100644 --- a/landing/lenses/302550.json +++ b/landing/lenses/302550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,7 +874,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.94%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 2.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303030.json b/landing/lenses/303030.json index 116ee1a0dfe49e64d120bf3afcfcbcdd4c8f443c..2e84370caa181481b5fb95b6038bd0f8530308b2 100644 --- a/landing/lenses/303030.json +++ b/landing/lenses/303030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,7 +875,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 96.07%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 103.69%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1157,10 +1157,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1176,10 +1176,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,10 +1203,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303360.json b/landing/lenses/303360.json index d5946c94d0732f19e2105b25ac326df3fb3283ea..7a1947125dc714759ec6f1e9ff159832ca18b8cd 100644 --- a/landing/lenses/303360.json +++ b/landing/lenses/303360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1089,10 +1089,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1108,10 +1108,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1139,7 +1139,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/303530.json b/landing/lenses/303530.json index 8701401262d06f978c1a839de9a5cdbf2d23957f..87317002da024aeedbeba643c0a63d137a107ab4 100644 --- a/landing/lenses/303530.json +++ b/landing/lenses/303530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -985,19 +985,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1018,8 +1018,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,17 +1064,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1143,7 +1143,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1152,7 +1152,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1387,88 +1387,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:c2320417a114", - "target": "303530", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/303810.json b/landing/lenses/303810.json index fcedd9249faf463ca8c832bded30cde30fe44e0c..e6eecca93545adad8a2a66c14e011e8a15aac865 100644 --- a/landing/lenses/303810.json +++ b/landing/lenses/303810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304100.json b/landing/lenses/304100.json index 08e7914d170a417ab32de4835c721c8ec3283064..09fa62f310dfb30c85f4e4d4b77f018092aafa71 100644 --- a/landing/lenses/304100.json +++ b/landing/lenses/304100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -436,18 +436,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 35.95, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.18, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,15 +630,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 35.95, + "grade": "dCR-BB", + "score": 40.18, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.32, + "grade": "dCR-BB", + "score": 40.54, "assumptions": { "scenarioStress": "moderate" } @@ -709,11 +709,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -728,14 +729,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -855,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -888,7 +889,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -901,7 +902,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -921,8 +922,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -943,8 +944,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -954,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -979,7 +980,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1035,10 +1036,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1054,10 +1055,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1077,7 +1078,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1085,7 +1086,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304360.json b/landing/lenses/304360.json index 49fd7fb48fdb948099d1fc80a2607a43be09cdeb..40e14b5dc22bdcfcd5936ad67e06aa342eb49358 100644 --- a/landing/lenses/304360.json +++ b/landing/lenses/304360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,14 +705,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -832,19 +832,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -865,8 +865,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -878,7 +878,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -898,8 +898,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,17 +911,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -956,7 +956,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -990,7 +990,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -999,7 +999,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1012,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1031,10 +1031,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1054,7 +1054,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1062,7 +1062,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/304840.json b/landing/lenses/304840.json index b2783377562902cb59cc2f1afd5c5da010d0591a..fa685458b3203d3f8c215acd52d76dfb9260f35b 100644 --- a/landing/lenses/304840.json +++ b/landing/lenses/304840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2021", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-31", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -890,7 +890,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -910,7 +910,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-31", "period": "2025", "status": "derived", @@ -931,7 +931,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-31", "period": "2025", "status": "observed", @@ -1021,10 +1021,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1040,10 +1040,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1063,7 +1063,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1071,7 +1071,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/305090.json b/landing/lenses/305090.json index 3292f1b417a7818f1e05c44a8ba8553dbc48a275..4e53ca7d5924adf749f69137e81f8cef205e8cc1 100644 --- a/landing/lenses/305090.json +++ b/landing/lenses/305090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 1553.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 1565.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-03", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-03", "period": null, "status": "derived", @@ -1070,7 +1070,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-03", "period": null, "status": "observed", @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306040.json b/landing/lenses/306040.json index 65da31a155389b046c3161f4fd634b0a84e3ae28..55c874d2db5cd6a5166fd3bd577338175aaec965 100644 --- a/landing/lenses/306040.json +++ b/landing/lenses/306040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,7 +877,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 18.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 15.00%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1118,7 +1118,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1429,7 +1429,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1451,7 +1451,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1469,15 +1469,15 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": 0.5 + "value": 0.25 } ], "falsifiers": [ diff --git a/landing/lenses/306200.json b/landing/lenses/306200.json index cf38ac356eccae83f58c87e46034899609b0e664..c2677e4ab404111852a1d2c147c8c64cf7fe50cd 100644 --- a/landing/lenses/306200.json +++ b/landing/lenses/306200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -599,13 +599,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -724,7 +724,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -904,14 +904,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,10 +1212,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1230,10 +1230,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1268,7 +1268,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/306620.json b/landing/lenses/306620.json index 900adc9b45eca05e2a4f7177c3af8a0b437f8e9c..956b329968670c9e0cb09b3f42c0fb3b78c4393f 100644 --- a/landing/lenses/306620.json +++ b/landing/lenses/306620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "채무상환능력 축이 59점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.1점 하향 (PD 15.38%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.1점 하향 (PD 16.92%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -893,14 +893,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1020,10 +1020,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1066,7 +1066,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1108,8 +1108,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1144,7 +1144,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1200,10 +1200,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1219,10 +1219,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307180.json b/landing/lenses/307180.json index 176b735254ffd84b8c992fdf897615de5fb2acd2..655977c8f9a6ab8e7b46e98fd4673f057c0b2ecc 100644 --- a/landing/lenses/307180.json +++ b/landing/lenses/307180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 288.19, + "value": 409.25, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,7 +561,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 288.19, + "value": 409.25, "unit": "%", "direction": "negative", "scoreContribution": -1, @@ -601,13 +601,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -726,7 +726,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -832,9 +832,9 @@ "gradeHistory": [ { "period": "2026", - "score": 60.24, - "grade": "B", - "pdEstimate": 7.0 + "score": 69.8, + "grade": "B-", + "pdEstimate": 10.0 }, { "period": "2025", @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1033,10 +1033,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1121,8 +1121,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1250,10 +1250,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1268,10 +1268,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1290,7 +1290,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1298,7 +1298,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1314,7 +1314,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307280.json b/landing/lenses/307280.json index 9010056d5e624760490e95ae626a80afbdb9bba0..ff2b44689ccfde1a4df0c59b846d27c8d6c845b3 100644 --- a/landing/lenses/307280.json +++ b/landing/lenses/307280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/307750.json b/landing/lenses/307750.json index 13ba2e6bb674cb5510fb10ce590b97b5753c73f8..cf81fa23a968da2c819cb8446f1642d0764d74ca 100644 --- a/landing/lenses/307750.json +++ b/landing/lenses/307750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 26.94, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 29.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 26.94, + "grade": "dCR-BBB-", + "score": 29.19, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 27.75, + "score": 30.0, "assumptions": { "scenarioStress": "moderate" } @@ -801,11 +801,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -861,10 +856,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 39점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 5.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1039,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1052,7 +1048,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1130,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1205,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307870.json b/landing/lenses/307870.json index 631752e0ede117309b37c9006a84c691269d584e..7a362a30b4351eb2c9b744b3e7af04c72bdc89d0 100644 --- a/landing/lenses/307870.json +++ b/landing/lenses/307870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -954,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1009,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307930.json b/landing/lenses/307930.json index d897a0ee667ebd37da06dac10a866c05fa560008..0214c8d5e882fcd1a2d6d4fcdae139d6de81aac2 100644 --- a/landing/lenses/307930.json +++ b/landing/lenses/307930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -441,14 +441,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -568,10 +568,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -600,8 +600,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -620,8 +620,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -708,10 +708,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -758,7 +758,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/307950.json b/landing/lenses/307950.json index c52436364713732d160c452fb06ad0254d62fd06..815ebdf59fbed8691c0f6b001a7f7a37e996e08c 100644 --- a/landing/lenses/307950.json +++ b/landing/lenses/307950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -600,18 +600,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-AA", - "summary": "dCR 위험점수 7.25, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 8.25, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,15 +795,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-AA", - "score": 7.25, + "grade": "dCR-AA-", + "score": 8.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-AA", - "score": 7.93, + "grade": "dCR-AA-", + "score": 8.93, "assumptions": { "scenarioStress": "moderate" } @@ -886,7 +886,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.02, + "pdEstimate": 0.03, "notchAdjustment": null, "divergenceExplanation": [ "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -903,14 +903,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1063,7 +1063,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1076,7 +1076,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1154,7 +1154,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1210,10 +1210,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1229,10 +1229,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1252,7 +1252,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1260,7 +1260,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1440,7 +1440,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1462,7 +1462,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1480,15 +1480,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/308080.json b/landing/lenses/308080.json index d28b917e910f19120035456ff9f19461681865c5..80524afcfa334680e74b45d99f7703704df687b3 100644 --- a/landing/lenses/308080.json +++ b/landing/lenses/308080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -430,13 +430,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -632,14 +632,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -759,10 +759,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -791,8 +791,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -811,8 +811,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -831,7 +831,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -899,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -918,10 +918,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -941,7 +941,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308100.json b/landing/lenses/308100.json index b7e45e26017926747ef46109ce181f159f74e2b5..7ac67108a95a5177f8601c4165fb296785c67749 100644 --- a/landing/lenses/308100.json +++ b/landing/lenses/308100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -112,7 +112,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -140,7 +140,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -161,7 +161,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -189,7 +189,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -447,13 +447,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -515,7 +515,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -534,7 +534,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -553,7 +553,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -572,7 +572,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -736,7 +736,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.52%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -751,14 +751,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -878,10 +878,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -924,7 +924,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", "status": "derived", @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-22", "period": "2025", "status": "observed", @@ -1058,10 +1058,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1077,10 +1077,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1100,7 +1100,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1108,7 +1108,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/308170.json b/landing/lenses/308170.json index 587a4b71b040e0f65bab1cf548e943ef4657eb5c..92b2826022482dec2aa64f7ce9fe48d52a963e75 100644 --- a/landing/lenses/308170.json +++ b/landing/lenses/308170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -882,7 +882,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 25.59%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 14.19%). 최근 주가 하락이 반영된 결과", "D/EBITDA 31.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -899,14 +899,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1026,15 +1026,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -1059,8 +1059,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1072,7 +1072,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,17 +1105,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1125,7 +1125,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1150,7 +1150,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1178,13 +1178,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1193,7 +1193,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1206,10 +1206,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1225,10 +1225,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1243,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1261,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1275,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1283,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1291,7 +1291,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1307,7 +1307,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1569,88 +1569,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:eccb25695742", - "target": "308170", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-26", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-26", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.687 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/308430.json b/landing/lenses/308430.json index 5933c7e0491b645c4969e8eab704a49941efa6e9..ef4b1582dcce422112c5f3ad0580f4a3a7d08eb6 100644 --- a/landing/lenses/308430.json +++ b/landing/lenses/308430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -389,14 +389,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,8 +568,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -588,7 +588,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -656,10 +656,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -675,10 +675,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -706,7 +706,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309710.json b/landing/lenses/309710.json index 01274dd7225510d993f3e95cdfecd4fd3cb0c8bb..759f1084907af70620494d8127577164612ee222 100644 --- a/landing/lenses/309710.json +++ b/landing/lenses/309710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,7 +625,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -645,7 +645,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309930.json b/landing/lenses/309930.json index 4f962b356231aa2a6d2c9bc3e6b4da75082072ca..6bfeb265b1c9ba8ca1fefc363be10cb4b622052e 100644 --- a/landing/lenses/309930.json +++ b/landing/lenses/309930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -133,7 +133,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -163,7 +163,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -184,7 +184,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -214,7 +214,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -235,7 +235,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -265,7 +265,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -286,7 +286,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -316,7 +316,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -600,13 +600,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -725,7 +725,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -891,7 +891,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 21.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -906,14 +906,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,19 +1033,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1066,8 +1066,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1079,7 +1079,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1099,8 +1099,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1112,17 +1112,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1132,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1157,7 +1157,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1191,7 +1191,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1200,7 +1200,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1213,10 +1213,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1232,10 +1232,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/309960.json b/landing/lenses/309960.json index f4c805f8212179df99498a4417119e177c90ef79..82ecb44184a8f785f36ed12039de7c7c24201b42 100644 --- a/landing/lenses/309960.json +++ b/landing/lenses/309960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -475,13 +475,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -600,14 +600,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -773,7 +773,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -793,8 +793,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -815,8 +815,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -851,7 +851,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -949,7 +949,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -957,7 +957,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310200.json b/landing/lenses/310200.json index cea00f196baac012ab247888e38510d3be72d45c..6dbeb33b2c91281b2162c8328d762cbe6f7a7e89 100644 --- a/landing/lenses/310200.json +++ b/landing/lenses/310200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -888,14 +888,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1048,8 +1048,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1061,7 +1061,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1101,10 +1101,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1114,7 +1114,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1139,7 +1139,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1195,10 +1195,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1214,10 +1214,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310210.json b/landing/lenses/310210.json index 3f5107fd427316f43c26cec7559b1c229889f93e..dd39b2191a75883b6dde51de66676ed369ee83f8 100644 --- a/landing/lenses/310210.json +++ b/landing/lenses/310210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -621,14 +621,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -748,19 +748,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -781,8 +781,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -794,7 +794,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -814,8 +814,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -827,17 +827,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -847,7 +847,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -872,7 +872,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -906,7 +906,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -915,7 +915,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -928,10 +928,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -947,10 +947,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -970,7 +970,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/310870.json b/landing/lenses/310870.json index 273d7d2351dcaf66ad1ed37f8e2ee50943649bdf..1e5d1487a59874f94d75d30ba125f9379af32467 100644 --- a/landing/lenses/310870.json +++ b/landing/lenses/310870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1021,8 +1021,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,10 +1074,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,7 +1210,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311060.json b/landing/lenses/311060.json index 839c191320bf841c0cb8080046a5148197c55082..aabfe18fee63a4788b6106e4e31d3c3bde30b067 100644 --- a/landing/lenses/311060.json +++ b/landing/lenses/311060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2018", @@ -48,10 +48,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -368,10 +368,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -387,8 +387,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -400,8 +400,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -418,10 +418,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -440,7 +440,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -527,10 +527,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -550,7 +550,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -558,7 +558,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311320.json b/landing/lenses/311320.json index 0fa6f9711dd60aea5e11e969cda4e5ca249826ef..6d4c11af656a65d9465a093f6ffc839e2df27d6e 100644 --- a/landing/lenses/311320.json +++ b/landing/lenses/311320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311390.json b/landing/lenses/311390.json index 6a6feaf433c2068e154850909cdeb1621467152f..1d26258ac3e4e9f2b1aa249fe5144359c46758b0 100644 --- a/landing/lenses/311390.json +++ b/landing/lenses/311390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311690.json b/landing/lenses/311690.json index d3677c096748289d2209db51cd1d8c670fc0d050..6b2480bfbd23874bc077d3425e9e9493397ec26e 100644 --- a/landing/lenses/311690.json +++ b/landing/lenses/311690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -524,13 +524,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 84.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1176,10 +1176,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/311960.json b/landing/lenses/311960.json index 37c53f484dc3c79d8bde103cd792cb42b3f43887..0bdf69c725fc951a0dff0911a7ccb252442f6241 100644 --- a/landing/lenses/311960.json +++ b/landing/lenses/311960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2022", "earliestPeriod": "2022", @@ -36,10 +36,10 @@ "representative": "2022" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -358,15 +358,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "medium", @@ -384,8 +384,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -397,7 +397,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -429,17 +429,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -449,7 +449,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -466,7 +466,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -506,7 +506,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -515,7 +515,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -528,10 +528,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -547,10 +547,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -570,7 +570,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/312610.json b/landing/lenses/312610.json index b7bade449961287299a041ac1e333f3a4202b3a3..a789aaec119d1a7354afe151f62dc5f58c029423 100644 --- a/landing/lenses/312610.json +++ b/landing/lenses/312610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 271.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-02", "period": null, "status": "derived", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-02", "period": null, "status": "observed", @@ -1090,10 +1090,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1109,10 +1109,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,10 +1136,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/313760.json b/landing/lenses/313760.json index 57c58392b30491740c77e77552c3fda36b84aaf9..e59f86357eb111a5bab7c41cf82c1e3a0f451d7d 100644 --- a/landing/lenses/313760.json +++ b/landing/lenses/313760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,7 +806,7 @@ "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 242.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 235.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +821,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1165,10 +1165,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1183,10 +1183,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1499,7 +1499,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1521,7 +1521,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1539,7 +1539,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/314130.json b/landing/lenses/314130.json index eec625c8da61da3af835d67eb0997b02c0f39d6a..953fa29ca848a0624dffa339ef5bd997a8402251 100644 --- a/landing/lenses/314130.json +++ b/landing/lenses/314130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 326.66%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 617.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -970,7 +970,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1036,7 +1036,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314140.json b/landing/lenses/314140.json index 0fda1da53e6c38f6b9a240810774322fe7aa2050..ad5ff3a7419b916f636eb0d263756962585fc9ee 100644 --- a/landing/lenses/314140.json +++ b/landing/lenses/314140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -432,14 +432,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -559,10 +559,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -591,8 +591,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -609,10 +609,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -622,7 +622,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -631,7 +631,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -718,10 +718,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -741,7 +741,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/314930.json b/landing/lenses/314930.json index b4dcd51d152c3ce6629eb18b60889f1800f0283a..0a0a3f4f8a0838671109de7063a3fcf3d3fc4228 100644 --- a/landing/lenses/314930.json +++ b/landing/lenses/314930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -864,7 +864,7 @@ "divergenceExplanation": [ "사업안정성 축이 43점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1025,7 +1025,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1078,7 +1078,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/315640.json b/landing/lenses/315640.json index 8507d9d36d99bba71efebadeb6f5f5a0eedfd2b2..6ad1aefea4ac75e082126d688e592c829dff9830 100644 --- a/landing/lenses/315640.json +++ b/landing/lenses/315640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 67.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 70.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -922,10 +922,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -954,8 +954,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1062,10 +1062,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1081,10 +1081,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1112,7 +1112,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/316140.json b/landing/lenses/316140.json index 66a101faa58b09e0c712db426e6185e5991d0e3e..71fef12fd3bc1fd363b205e12edad622babee3f8 100644 --- a/landing/lenses/316140.json +++ b/landing/lenses/316140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -438,13 +438,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -544,14 +544,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -671,10 +671,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -704,8 +704,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -717,7 +717,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -737,8 +737,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -757,10 +757,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -795,7 +795,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317120.json b/landing/lenses/317120.json index aedff458e16e9f508d16091b1f864af72e56614f..a081fe0a5158a8acde8869361d7dc8dd54b0c09a 100644 --- a/landing/lenses/317120.json +++ b/landing/lenses/317120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -521,13 +521,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -589,7 +589,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -608,7 +608,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -805,7 +805,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 81.06%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 76.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317240.json b/landing/lenses/317240.json index bd71c393292bc87721a6d1cfcca433088e5f42e2..34b1fe84b57c61d57b012c4280f79d0129e23090 100644 --- a/landing/lenses/317240.json +++ b/landing/lenses/317240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 43.72, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 45.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 43.72, + "score": 45.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 44.12, + "score": 46.05, "assumptions": { "scenarioStress": "moderate" } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317330.json b/landing/lenses/317330.json index d87b4f2479e2932592d68ae358fd061d0d22dfe0..ec54e9bfeefba7262e4c3f26d1e413f702d63576 100644 --- a/landing/lenses/317330.json +++ b/landing/lenses/317330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.9점 하향 (PD 98.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.9점 하향 (PD 90.77%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1064,7 +1064,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1084,8 +1084,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,8 +1106,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1142,7 +1142,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1198,10 +1198,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1217,10 +1217,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1258,7 +1258,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317400.json b/landing/lenses/317400.json index 99beb1960c16f13abbb541a3290fac62b74d06ba..583b87b3b6e696d06e8cceae86d955c2cce18a07 100644 --- a/landing/lenses/317400.json +++ b/landing/lenses/317400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,18 +591,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 12.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 14.75, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -786,15 +786,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 12.06, + "grade": "dCR-A", + "score": 14.75, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 12.55, + "grade": "dCR-A", + "score": 15.32, "assumptions": { "scenarioStress": "moderate" } @@ -871,7 +871,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1104,8 +1104,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317450.json b/landing/lenses/317450.json index 26673ee3d45d727afe90545ab9a116f5251e8118..b967cbebd390e61c6d89f2de65dd2b9fd94d26dd 100644 --- a/landing/lenses/317450.json +++ b/landing/lenses/317450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025Q4", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -596,7 +596,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -629,8 +629,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317530.json b/landing/lenses/317530.json index 450bb13748c52ddfa59be42569cd9aad8cdc09b9..726d21f75402d4bd46bcb0eab9d0d1daa4d953d0 100644 --- a/landing/lenses/317530.json +++ b/landing/lenses/317530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317690.json b/landing/lenses/317690.json index 34019a0148fa28b562ba2de9dc8fe6c7f2ecfb23..59e35cdf1317681524965d1a964062f476a1c7d2 100644 --- a/landing/lenses/317690.json +++ b/landing/lenses/317690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -883,7 +883,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317770.json b/landing/lenses/317770.json index 0abd288519da48c75b5b002e39c1d9acdbda2d83..05f252de2498daee132a89662c78df2db56065e1 100644 --- a/landing/lenses/317770.json +++ b/landing/lenses/317770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -890,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1017,10 +1017,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1063,7 +1063,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1083,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1105,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1141,7 +1141,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1197,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1216,10 +1216,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317830.json b/landing/lenses/317830.json index 07a872d62fab99d616084b1bf400202cc65ba41d..42a37cabeef5ae57a449ac2a17ef17c297ed157e 100644 --- a/landing/lenses/317830.json +++ b/landing/lenses/317830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 6.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 7.86%). 최근 주가 하락이 반영된 결과", "D/EBITDA 17.7x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -892,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1019,10 +1019,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1065,7 +1065,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1085,8 +1085,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1107,8 +1107,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1143,7 +1143,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1199,10 +1199,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1218,10 +1218,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317850.json b/landing/lenses/317850.json index bee50eb16e786d02621b611a6fadb6461f984b87..c2b59ce96b68ae34fe0c19dc1a5037e4ca6974d7 100644 --- a/landing/lenses/317850.json +++ b/landing/lenses/317850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -900,14 +900,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1027,15 +1027,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1060,8 +1060,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1073,7 +1073,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1106,17 +1106,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1151,7 +1151,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1179,13 +1179,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1194,7 +1194,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1207,10 +1207,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1226,10 +1226,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1244,10 +1244,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1262,10 +1262,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1276,7 +1276,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1308,7 +1308,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1570,12 +1570,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:747216a72359", + "target": "317850", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.551 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/317860.json b/landing/lenses/317860.json index dd2b88d8f34e61c4c0782eb169708af7d2442ea1..3b580dbdd7a740f9d7669f1f0de248c46418c36a 100644 --- a/landing/lenses/317860.json +++ b/landing/lenses/317860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2020", @@ -44,10 +44,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -366,19 +366,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -392,8 +392,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -405,7 +405,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -425,8 +425,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -437,17 +437,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -457,7 +457,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -474,7 +474,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -508,13 +508,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -523,7 +523,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "confirmation" } }, "macro": { @@ -536,10 +536,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -555,10 +555,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -578,7 +578,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -586,7 +586,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/317870.json b/landing/lenses/317870.json index e801e45ff2d23ed465300d7ce92972525911b06f..21772d500b1c2121772add871fb1b004cf883116 100644 --- a/landing/lenses/317870.json +++ b/landing/lenses/317870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -590,7 +590,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -609,7 +609,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.68%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 14.65%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318000.json b/landing/lenses/318000.json index f66b8e19f08b36f10fd314eac8bb274b53cc9893..73a3dc81655401b8e814c9bf95fb4c029f75a68d 100644 --- a/landing/lenses/318000.json +++ b/landing/lenses/318000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1231,10 +1231,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1249,10 +1249,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1271,7 +1271,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1295,7 +1295,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318010.json b/landing/lenses/318010.json index 0bf56ee5e63a3ea914733d2f874e96646aa8e368..db7244b25c511ed28e7394787c0d8f5e75d02cb6 100644 --- a/landing/lenses/318010.json +++ b/landing/lenses/318010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -805,14 +805,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -932,19 +932,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -965,8 +965,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -978,7 +978,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -998,8 +998,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,17 +1011,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1056,7 +1056,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1090,7 +1090,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1099,7 +1099,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1112,10 +1112,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1131,10 +1131,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,10 +1158,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318020.json b/landing/lenses/318020.json index b2e1bef6a1bcd89819a3fc2948b87a4dad672739..59edf66928f81edbeb5036855af62697b389af6e 100644 --- a/landing/lenses/318020.json +++ b/landing/lenses/318020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318060.json b/landing/lenses/318060.json index fc1bd8f56443270f2135ddf467d2b92e1a511ce7..79f30e32ea7d520aa0b115fee56e8145dc805d49 100644 --- a/landing/lenses/318060.json +++ b/landing/lenses/318060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -769,10 +769,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -787,10 +787,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -809,7 +809,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/318160.json b/landing/lenses/318160.json index b3516c39137dffe8fecf5532e2f538fd17b08cc8..75ab087f0696cf91de52779902e19fe0a8a4cd2f 100644 --- a/landing/lenses/318160.json +++ b/landing/lenses/318160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,7 +830,7 @@ "divergenceExplanation": [ "현금흐름 축이 40점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 2.84%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1005,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1207,10 +1207,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1530,7 +1530,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1552,7 +1552,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1570,15 +1570,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/318410.json b/landing/lenses/318410.json index 8ccd37f8242a88da033263af7124f3b796f4dfbe..0699508b54b99aef42d2a2bfc22a517ed1b989d0 100644 --- a/landing/lenses/318410.json +++ b/landing/lenses/318410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319400.json b/landing/lenses/319400.json index 55af2b84de385f5256261a66439a1927915f59ff..c297ea0ce57ba76c48a0df34c6c4251a34d05c76 100644 --- a/landing/lenses/319400.json +++ b/landing/lenses/319400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -878,14 +878,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1005,10 +1005,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1051,7 +1051,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,8 +1093,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1129,7 +1129,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1185,10 +1185,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1204,10 +1204,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/319660.json b/landing/lenses/319660.json index dc80679432bdb322d8ec1865a9d4617465f0c732..756e774ac086f574ef396cfaa0eb5fea2ff2c8cd 100644 --- a/landing/lenses/319660.json +++ b/landing/lenses/319660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1240,10 +1240,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1262,7 +1262,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/320000.json b/landing/lenses/320000.json index 2ebd805201c2d6d8f5ae494adc914b95c9ea2dc4..7af3ef27f47c691a12cdde63febec275dc2fbe9c 100644 --- a/landing/lenses/320000.json +++ b/landing/lenses/320000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -592,13 +592,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -660,7 +660,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -679,7 +679,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -698,7 +698,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -717,7 +717,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -876,7 +876,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 194.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -891,14 +891,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1018,10 +1018,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1068,10 +1068,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321260.json b/landing/lenses/321260.json index 474a02907373e949e8bd03e58399dba1d5922120..026a62a721ff5fc228df408289e82a2cefb0e3d7 100644 --- a/landing/lenses/321260.json +++ b/landing/lenses/321260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/321370.json b/landing/lenses/321370.json index 5d18f95c9267511efae5f867a3993f67e166616d..128f5051873bf7cd4837f73748a76800ad58f2a6 100644 --- a/landing/lenses/321370.json +++ b/landing/lenses/321370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "유동성 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 48.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1302,12 +1302,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:1f4a1f441435", + "target": "321370", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321550.json b/landing/lenses/321550.json index ccc907d6017692e4a488546c79ba6dc264aa16f6..db6e3aabe3c4eaaffe3a9961b55b3b1bc61eb7c5 100644 --- a/landing/lenses/321550.json +++ b/landing/lenses/321550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.73%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.02%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,19 +950,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1352,88 +1352,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:d0e455a9fc6e", - "target": "321550", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.683 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/321820.json b/landing/lenses/321820.json index d95b7a4760ee8366e45ececb250d8225406865e1..19dfdb62d711540b21c4ea774a7b628b463fbaa9 100644 --- a/landing/lenses/321820.json +++ b/landing/lenses/321820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -935,19 +935,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -968,8 +968,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,17 +1014,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1034,7 +1034,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1093,7 +1093,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1102,7 +1102,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1337,12 +1337,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:23e71bdae503", + "target": "321820", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.243 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/322000.json b/landing/lenses/322000.json index 7919e7cc8f50e2a3cb97d7c3faf17a3439db9d14..616ca081c0f757ada17d2c6a243e72f936be3655 100644 --- a/landing/lenses/322000.json +++ b/landing/lenses/322000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -588,18 +588,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-A+", - "summary": "dCR 위험점수 10.25, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 12.51, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -713,7 +713,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -784,14 +784,14 @@ "id": "base", "label": "기준", "grade": "dCR-A+", - "score": 10.25, + "score": 12.51, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 10.7, + "grade": "dCR-A", + "score": 13.0, "assumptions": { "scenarioStress": "moderate" } @@ -807,6 +807,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -872,6 +877,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 40점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +2.2점 하향 (PD 2.93%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -886,14 +892,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -1008,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1054,7 +1060,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1132,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1207,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1234,10 +1240,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1252,10 +1258,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1266,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1274,7 +1280,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1290,7 +1296,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1306,7 +1312,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322180.json b/landing/lenses/322180.json index c6dc12c9010581c93f003f95fec3ecf54d65ecc9..b7548c0a09f643759a9d69e245f850ba1ef69c65 100644 --- a/landing/lenses/322180.json +++ b/landing/lenses/322180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -523,18 +523,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 39.15, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB-", + "summary": "dCR 위험점수 43.20, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -718,15 +718,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 39.15, + "grade": "dCR-BB-", + "score": 43.2, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 39.69, + "grade": "dCR-BB-", + "score": 43.71, "assumptions": { "scenarioStress": "moderate" } @@ -803,10 +803,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 2.5, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 11.55%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -821,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -948,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -981,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -994,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1072,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1147,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1170,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1178,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322310.json b/landing/lenses/322310.json index 9377061ce752f82c2f8417766fb612baa10b77f9..6efbe80c7e76b748e39facb59760e094a647d415 100644 --- a/landing/lenses/322310.json +++ b/landing/lenses/322310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,7 +865,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.65%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.89%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322510.json b/landing/lenses/322510.json index 9039f10bddeb49df9dae1504c71b264d6f5d1da7..b33fbaa6f529243a885bf85bd0f561f20e96dc9c 100644 --- a/landing/lenses/322510.json +++ b/landing/lenses/322510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -122,7 +122,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -150,7 +150,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -171,7 +171,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -199,7 +199,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -220,7 +220,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -248,7 +248,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -523,13 +523,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -591,7 +591,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -610,7 +610,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,7 +807,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.4점 하향 (PD 28.83%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.4점 하향 (PD 27.59%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/322780.json b/landing/lenses/322780.json index 87a1860e7dda831e85247f522ba70c65512d3a52..9db7e7e6afba4ef51c50f2906d7ebf5d5666b2f7 100644 --- a/landing/lenses/322780.json +++ b/landing/lenses/322780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -863,7 +863,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 57점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 72.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.32%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323280.json b/landing/lenses/323280.json index 00ae67c1ccb3516478ab83b0ed94e70babdc84e1..a5a7200bc18d4d85df493cbe6e72034867d13a25 100644 --- a/landing/lenses/323280.json +++ b/landing/lenses/323280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -823,19 +823,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -902,17 +902,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -981,7 +981,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -990,7 +990,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323350.json b/landing/lenses/323350.json index 92985d1bacd5c490e5cc9b46b9e26efbc7d0e2f0..68aaf15e3472ffc53ffe5c16044406d0c3055b3c 100644 --- a/landing/lenses/323350.json +++ b/landing/lenses/323350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -568,14 +568,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -714,8 +714,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -727,8 +727,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -745,10 +745,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -758,7 +758,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -767,7 +767,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323410.json b/landing/lenses/323410.json index 8cabbd1fb76755ed26ad7d02826673e851905b8d..08787f5a75558d10d9e3604bda3a0f91d86538db 100644 --- a/landing/lenses/323410.json +++ b/landing/lenses/323410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -243,13 +243,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -349,14 +349,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -476,10 +476,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -508,8 +508,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -528,8 +528,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -548,7 +548,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -635,10 +635,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -658,7 +658,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -666,7 +666,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/323990.json b/landing/lenses/323990.json index 3f728d6300966ae3fb7256261c87de04de611c9d..fd1b89d72f855995a74b730bef989a1deb121ca2 100644 --- a/landing/lenses/323990.json +++ b/landing/lenses/323990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -644,14 +644,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -790,7 +790,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -823,8 +823,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -834,7 +834,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -843,7 +843,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -930,10 +930,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/326030.json b/landing/lenses/326030.json index 284ada21afcff8d201bbece672c793c23941798e..0c2e914b7c50aea46fd5ab45323280c3d7a38e20 100644 --- a/landing/lenses/326030.json +++ b/landing/lenses/326030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/327260.json b/landing/lenses/327260.json index 460d73fb18f934ff4d36b41c079a89ec1ef0217b..32bb7406d7c3f30e11f24871f30c40d511946396 100644 --- a/landing/lenses/327260.json +++ b/landing/lenses/327260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -589,13 +589,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -714,7 +714,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -887,14 +887,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1014,10 +1014,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1047,7 +1047,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1060,7 +1060,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1102,8 +1102,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1138,7 +1138,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1194,10 +1194,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1213,10 +1213,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1236,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1244,7 +1244,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1424,7 +1424,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1446,7 +1446,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1464,15 +1464,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/328130.json b/landing/lenses/328130.json index e427422a18e8ee6eaeb0a88c946c109d6e746db6..9645e2247fbaa5509e0adb08f7a04244378a6e2e 100644 --- a/landing/lenses/328130.json +++ b/landing/lenses/328130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,18 +508,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.17, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 50.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,14 +704,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.17, + "score": 50.14, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 51.86, + "score": 50.95, "assumptions": { "scenarioStress": "moderate" } @@ -789,14 +789,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -916,19 +916,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -949,8 +949,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,17 +995,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,7 +1074,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1083,7 +1083,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1146,7 +1146,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,12 +1318,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:64d857b53cfa", + "target": "328130", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/328380.json b/landing/lenses/328380.json index 2a4e0be06a26d23236091cfde72d25b6ea2a2057..ca06c1c3fefbe7ebeeb948881dc80da9706ccf12 100644 --- a/landing/lenses/328380.json +++ b/landing/lenses/328380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,14 +785,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -912,19 +912,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -938,8 +938,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1020,7 +1020,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1132,7 +1132,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/329180.json b/landing/lenses/329180.json index 40fca53875d7321f6fe30b5426f51a1b0265f4fe..a24544c304e006e88d60e35b3688faaef14ed872 100644 --- a/landing/lenses/329180.json +++ b/landing/lenses/329180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,17 +580,17 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A+", + "label": "dCR-A-", "summary": "dCR 위험점수 23.71, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -775,14 +775,14 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", + "grade": "dCR-A-", "score": 23.71, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", + "grade": "dCR-A-", "score": 24.84, "assumptions": { "scenarioStress": "moderate" @@ -854,17 +854,17 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.08, "notchAdjustment": { - "totalNotch": 4, + "totalNotch": 2, "reasons": [ "중대형기업 (매출 18조)", - "시가총액 32조 (시장 지위)" + "시가총액 28조" ] }, "divergenceExplanation": [ "유동성 축이 39점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.08%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.9점 하향 (PD 6.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +879,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,10 +1006,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,7 +1052,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1094,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1130,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1186,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1205,10 +1205,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1232,10 +1232,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1270,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330350.json b/landing/lenses/330350.json index 14bb613ce8d8478dea5ddc2b0bc1ceccdfbc083b..46280d2fafbea37cddc681af6405064e3677ee69 100644 --- a/landing/lenses/330350.json +++ b/landing/lenses/330350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "현금흐름 축이 51점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 1.76%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1065,7 +1065,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330590.json b/landing/lenses/330590.json index 8fa5ba88873feffa5d2f588959ded55497c579f5..18a3338688594da564955eb7dfd6aa10c05a915b 100644 --- a/landing/lenses/330590.json +++ b/landing/lenses/330590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -382,8 +382,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -395,8 +395,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -413,10 +413,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -426,7 +426,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -435,7 +435,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -503,10 +503,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -522,10 +522,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -549,10 +549,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -567,10 +567,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -581,7 +581,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -589,7 +589,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -605,7 +605,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -621,7 +621,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330730.json b/landing/lenses/330730.json index da6f9d4c17d50c9627148bf21e804c1e299aa4c8..7cb4baffe72e43be7c7af42ecd77f0be641c398a 100644 --- a/landing/lenses/330730.json +++ b/landing/lenses/330730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -252,7 +252,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -538,13 +538,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -675,14 +675,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -802,10 +802,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -834,8 +834,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -854,8 +854,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -874,7 +874,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -942,10 +942,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -984,7 +984,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -992,7 +992,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/330860.json b/landing/lenses/330860.json index d579c99cd23198f684e75d9621cfef7ee4c7d1e1..a34dd47acf3646edc53e53d347d322f17f49b562 100644 --- a/landing/lenses/330860.json +++ b/landing/lenses/330860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 50점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.12%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 1.03%). 최근 주가 하락이 반영된 결과", "D/EBITDA 12.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1143,10 +1143,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1162,10 +1162,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,10 +1189,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331380.json b/landing/lenses/331380.json index fec1a133c1b33e00f88189ff3eff6009f2209623..cb8b8edf12bee262b5d8d9fc88fa42c4fb1b5567 100644 --- a/landing/lenses/331380.json +++ b/landing/lenses/331380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -773,14 +773,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -900,10 +900,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -919,8 +919,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -932,8 +932,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -950,10 +950,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -963,7 +963,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -972,7 +972,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1040,10 +1040,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1059,10 +1059,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331520.json b/landing/lenses/331520.json index 7b9fb660e75b9a551f16aa85574d4db6e615d513..a51987a222ed5af157fefc17dac37d3cf7db1e54 100644 --- a/landing/lenses/331520.json +++ b/landing/lenses/331520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -845,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -972,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1005,8 +1005,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1018,7 +1018,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,10 +1058,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1071,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1096,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331740.json b/landing/lenses/331740.json index e577bafa8ea1a2cfb8d043d1f4b7eb3e3183d56b..31eceb58c4852ec14e560d2d597bc6658991bc73 100644 --- a/landing/lenses/331740.json +++ b/landing/lenses/331740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/331920.json b/landing/lenses/331920.json index 00a64f9765f8f72a7a324b016655fad094015bf8..28c94e8b942bbcccb285c23fa0307e941fac881b 100644 --- a/landing/lenses/331920.json +++ b/landing/lenses/331920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -896,7 +896,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -916,8 +916,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -974,7 +974,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1030,10 +1030,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1049,10 +1049,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1072,7 +1072,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1080,7 +1080,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332290.json b/landing/lenses/332290.json index 5ebf3e560093459635edfd11ea915285e8042e93..27ad95483ea2b6a96546dfa4cbab7887c46a1dfe 100644 --- a/landing/lenses/332290.json +++ b/landing/lenses/332290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -569,13 +569,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,7 +694,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -861,14 +861,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1021,7 +1021,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1034,7 +1034,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,8 +1076,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1087,7 +1087,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1112,7 +1112,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1168,10 +1168,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1187,10 +1187,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,10 +1205,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1223,10 +1223,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1245,7 +1245,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1539,7 +1539,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1561,7 +1561,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1579,15 +1579,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/332370.json b/landing/lenses/332370.json index ee702ef8d4ab795e845700904cbed67fd112892c..1d96bd3d5b3be22d26fa0451da0a5c784a8bc251 100644 --- a/landing/lenses/332370.json +++ b/landing/lenses/332370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/332570.json b/landing/lenses/332570.json index 3f9a366059e6667069d16a538404678b06cfb7c5..e9a9cc5d5a9fb105ec025006208479ff4cc6ad15 100644 --- a/landing/lenses/332570.json +++ b/landing/lenses/332570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -859,7 +859,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.7점 하향 (PD 6.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 5.18%). 최근 주가 하락이 반영된 결과", "D/EBITDA 10.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1101,7 +1101,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333050.json b/landing/lenses/333050.json index e894f4e2b04d060fd2c56ae0ded8cfb5bf72b5c4..e5068148d039ba362d95fa4116e10083c3814f80 100644 --- a/landing/lenses/333050.json +++ b/landing/lenses/333050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -764,10 +764,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/333430.json b/landing/lenses/333430.json index 92568f745ba39d56889284984c14cac706e50b8a..d7da4d8c27abbf47d829ad7a9a9b6dceece13e98 100644 --- a/landing/lenses/333430.json +++ b/landing/lenses/333430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -983,19 +983,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1141,7 +1141,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1209,10 +1209,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1479,88 +1479,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:88f6bb3a2417", - "target": "333430", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/333620.json b/landing/lenses/333620.json index 61c2bc998741e6826d7117113402eb129cddbe54..fc2c7d74dba59197701cb57ffa0926687461c0fe 100644 --- a/landing/lenses/333620.json +++ b/landing/lenses/333620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 21.40, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 19.39, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -777,14 +777,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 21.4, + "score": 19.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 22.03, + "grade": "dCR-BBB+", + "score": 19.93, "assumptions": { "scenarioStress": "moderate" } @@ -800,11 +800,6 @@ "id": "weakAxisDeterioration", "condition": "유동성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.유동성" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -864,7 +859,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.16%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -879,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1006,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1052,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1072,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1094,8 +1088,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1130,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1186,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1205,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1228,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1236,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/334970.json b/landing/lenses/334970.json index 70d197aa3dfaa30dde905bb1b2907da5e0535a7a..230cb51d57a2201239a1c5ac6a4f8244aa294534 100644 --- a/landing/lenses/334970.json +++ b/landing/lenses/334970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -513,13 +513,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2022", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -581,7 +581,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -600,7 +600,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "derived", @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -988,8 +988,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1008,7 +1008,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335810.json b/landing/lenses/335810.json index 1a539332746eba162f5518bc418f0ff492899128..030121ffcce580abde75dd70806bc279e69c124e 100644 --- a/landing/lenses/335810.json +++ b/landing/lenses/335810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -936,19 +936,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -969,8 +969,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1015,17 +1015,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1035,7 +1035,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1060,7 +1060,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1094,7 +1094,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1103,7 +1103,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1338,12 +1338,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3a71ef7d6370", + "target": "335810", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.69 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/335870.json b/landing/lenses/335870.json index 9813b85885cb86f9e1674ab9d751c09137843cdc..60dd0f79810e492ff9979dbbc807ed63663309ba 100644 --- a/landing/lenses/335870.json +++ b/landing/lenses/335870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -579,7 +579,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 52점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.54%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -594,14 +594,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -721,10 +721,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -740,8 +740,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -771,10 +771,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -784,7 +784,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -793,7 +793,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -861,10 +861,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -880,10 +880,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/335890.json b/landing/lenses/335890.json index 3ce53d389f0767c6fab3da9fc5668fedb3aefc13..8518866071923009246151970017e17c55d56d0d 100644 --- a/landing/lenses/335890.json +++ b/landing/lenses/335890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -994,10 +994,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1033,7 +1033,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2022", "status": "derived", @@ -1074,7 +1074,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-09", "period": "2022", "status": "observed", @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1210,10 +1210,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1228,10 +1228,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1242,7 +1242,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1250,7 +1250,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1266,7 +1266,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336060.json b/landing/lenses/336060.json index b661b2520be54aafbdac72dd9cea48626a8d22e0..54ee2e0d4f9242435a044ba9c4418fd774179ffb 100644 --- a/landing/lenses/336060.json +++ b/landing/lenses/336060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1014,8 +1014,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1067,10 +1067,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1080,7 +1080,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336260.json b/landing/lenses/336260.json index 25b326f52e62eaa107a97969e5b7401689862dad..d52cd758edb6c137c538b12968b13da5c8022ab8 100644 --- a/landing/lenses/336260.json +++ b/landing/lenses/336260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,18 +590,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 47.89, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.86, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,15 +785,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 47.89, + "grade": "dCR-B+", + "score": 49.86, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 49.0, + "score": 51.25, "assumptions": { "scenarioStress": "moderate" } @@ -809,11 +809,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-B+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -875,12 +870,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 69점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 23.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 45.37%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -895,14 +890,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1017,10 +1012,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1063,7 +1058,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1083,8 +1078,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1105,8 +1100,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1141,7 +1136,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1197,10 +1192,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1216,10 +1211,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1243,10 +1238,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1261,10 +1256,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1275,7 +1270,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1283,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1299,7 +1294,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1315,7 +1310,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336370.json b/landing/lenses/336370.json index 34419873051603ec19039ae50220613b942eccc6..62b17d7fe963c584a875f50636ca08cf2546b69f 100644 --- a/landing/lenses/336370.json +++ b/landing/lenses/336370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -590,13 +590,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -715,7 +715,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -889,14 +889,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1016,19 +1016,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1049,8 +1049,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1062,7 +1062,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1082,8 +1082,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,17 +1095,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1140,7 +1140,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1174,7 +1174,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1183,7 +1183,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1196,10 +1196,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1215,10 +1215,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/336570.json b/landing/lenses/336570.json index 566fc99cb6c9c6dd8f7fe4e833729d227bb20d52..9a11d468d3dcc8e7c34e15c9e617dc4fc66e8651 100644 --- a/landing/lenses/336570.json +++ b/landing/lenses/336570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,19 +967,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,17 +1046,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1125,7 +1125,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1134,7 +1134,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1369,12 +1369,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8692bca28f43", + "target": "336570", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.408 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/336680.json b/landing/lenses/336680.json index a7e2d95b0b0ceafe1b379a0bc0374f09630bd0f2..744e23c173eaec4ad393240e387883e71289dbf2 100644 --- a/landing/lenses/336680.json +++ b/landing/lenses/336680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/337930.json b/landing/lenses/337930.json index 6bc16bc31bc3b644fc6db8a38ed9bc8e81fc8df9..b287557ca57d7118b457c9bed4a9f7300a9cd369 100644 --- a/landing/lenses/337930.json +++ b/landing/lenses/337930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1048,7 +1048,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1068,8 +1068,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,8 +1090,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1126,7 +1126,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1182,10 +1182,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1201,10 +1201,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,7 +1224,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1232,7 +1232,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/338220.json b/landing/lenses/338220.json index 61c61859b34165500bf49fa6ee75c2a33ed4b87c..309fe34318e26d51639b9dfa534abfe62439f24e 100644 --- a/landing/lenses/338220.json +++ b/landing/lenses/338220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "채무상환능력 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 158.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 170.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1347,7 +1347,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1369,7 +1369,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1387,8 +1387,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/338840.json b/landing/lenses/338840.json index 3bc84296c491a905e58dd622b72b8297a0742d03..e1ad5991b2b6469235b9703b48b17104938675ac 100644 --- a/landing/lenses/338840.json +++ b/landing/lenses/338840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/339770.json b/landing/lenses/339770.json index df72342bb7a2515069cf8d01a524ff24be635d01..6e25fa2ffd6a341a13e3aee11b5ffeacd60acd5f 100644 --- a/landing/lenses/339770.json +++ b/landing/lenses/339770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,10 +1225,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1507,7 +1507,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1529,7 +1529,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1547,15 +1547,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/339950.json b/landing/lenses/339950.json index 737a29c3373dfe4457e6e2c3abc86350fae1dcc2..991c63005ac239f029415335c1b8544efbbd0570 100644 --- a/landing/lenses/339950.json +++ b/landing/lenses/339950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,15 +1449,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/340360.json b/landing/lenses/340360.json index e80cc5b9a2d2e43ae2e6b1f6a981d32ea8794880..57d45b63062b133a88f0eea92860dd725d79d82c 100644 --- a/landing/lenses/340360.json +++ b/landing/lenses/340360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 51.19, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 53.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -702,14 +702,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 51.19, + "score": 53.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-B+", - "score": 52.35, + "grade": "dCR-B", + "score": 55.44, "assumptions": { "scenarioStress": "moderate" } @@ -725,6 +725,11 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-B로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -778,7 +783,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 84점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.2점 하향 (PD 26.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +798,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -920,10 +925,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -939,8 +944,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -970,10 +975,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +988,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -992,7 +997,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1065,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,10 +1084,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1107,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340440.json b/landing/lenses/340440.json index 2175a7e5c855e8fac126644a60a6f8704ab22782..558e108f9c05984bfbcb7ded365e07e249391854 100644 --- a/landing/lenses/340440.json +++ b/landing/lenses/340440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1121,10 +1121,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1140,10 +1140,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340450.json b/landing/lenses/340450.json index 660e0264fbfc69e3bdab85622a9db7e7634d800e..7a2f0dcfa7fc6c8ab7971bf9546b056f18d404da 100644 --- a/landing/lenses/340450.json +++ b/landing/lenses/340450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340570.json b/landing/lenses/340570.json index 63f5f79ff4fefe78d75b976cfc07098bc8cf62a5..6c0eab275a3ff390c35eebc571baa56e0c6e265b 100644 --- a/landing/lenses/340570.json +++ b/landing/lenses/340570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1409,7 +1409,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1431,7 +1431,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1449,8 +1449,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/340810.json b/landing/lenses/340810.json index 20aab50c845d90576519694723bdae5b7ac89461..391c6dae7ddf672376bfbf5b9ded89a5814a0a96 100644 --- a/landing/lenses/340810.json +++ b/landing/lenses/340810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -749,7 +749,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.15%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -764,14 +764,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -937,7 +937,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -957,8 +957,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,8 +979,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1071,10 +1071,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1090,10 +1090,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1113,7 +1113,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/340930.json b/landing/lenses/340930.json index 7376ecdac91e0b8bd65add66414637bed191762f..30959f920cac5c6c371565ab25b8e4511982070b 100644 --- a/landing/lenses/340930.json +++ b/landing/lenses/340930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,7 +794,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "재무신뢰성 축이 90점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 92.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 91.67%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -809,14 +809,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -936,10 +936,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1002,7 +1002,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "derived", @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", @@ -1116,10 +1116,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1135,10 +1135,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1158,7 +1158,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1346,7 +1346,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1368,7 +1368,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1386,7 +1386,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-31", "period": "2025", "status": "observed", diff --git a/landing/lenses/341170.json b/landing/lenses/341170.json index 096b6d2a6485aa07205f104a87c15fe9bace4467..5e2f6177d8ea599ded42a6cd5b80739634516e7a 100644 --- a/landing/lenses/341170.json +++ b/landing/lenses/341170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2025", @@ -36,10 +36,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -390,7 +390,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, "status": "derived", @@ -410,7 +410,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-13", "period": null, "status": "observed", @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/342870.json b/landing/lenses/342870.json index b66de88685f43673dc5e03d239f9dae713050c55..6e2c661bcb9e45b8d1b86aaf4dc43e0371b7361e 100644 --- a/landing/lenses/342870.json +++ b/landing/lenses/342870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -527,8 +527,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -558,10 +558,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/343090.json b/landing/lenses/343090.json index 53e760b11f369de7d4b5b1051802e5893e395326..cf3506d3920fe76d7af963dc18c6bcb06a05b6e4 100644 --- a/landing/lenses/343090.json +++ b/landing/lenses/343090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", "earliestPeriod": "2023", @@ -36,10 +36,10 @@ "representative": "2023" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -229,14 +229,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -351,10 +351,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025-12-26", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -370,8 +370,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -383,7 +383,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025-12-26", "period": null, "status": "derived", @@ -401,9 +401,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025-12-26", "period": null, "status": "observed", @@ -414,7 +414,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -491,10 +491,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -537,10 +537,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -555,10 +555,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -569,7 +569,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -593,7 +593,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344820.json b/landing/lenses/344820.json index 983fbaa5f76c339a783a9dc6f62dd207acc5dfd2..d48dfb8d11225762758d8b87cc88ca9daa204859 100644 --- a/landing/lenses/344820.json +++ b/landing/lenses/344820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -48,10 +48,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -131,7 +131,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -159,7 +159,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -180,7 +180,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -208,7 +208,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -229,7 +229,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -257,7 +257,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -278,7 +278,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2020", @@ -306,7 +306,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -591,13 +591,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -884,14 +884,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1011,19 +1011,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1044,8 +1044,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1057,7 +1057,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,17 +1090,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1110,7 +1110,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1135,7 +1135,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1169,7 +1169,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1178,7 +1178,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1241,7 +1241,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/344860.json b/landing/lenses/344860.json index 2408864fe85344c4e62a0e5f79fa48a60fe320de..bac68456ba7f4f4cecec5c03e183bfd4ec3507ef 100644 --- a/landing/lenses/344860.json +++ b/landing/lenses/344860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -709,10 +709,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -741,8 +741,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -781,7 +781,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -849,10 +849,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -868,10 +868,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,10 +895,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -913,10 +913,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -927,7 +927,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -935,7 +935,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -967,7 +967,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347000.json b/landing/lenses/347000.json index 8c4381ccfbb80b6a1592e0ec58e35a65d345ac12..bb82405e27c97cd7efb7d7e1baf580afc9f14a2d 100644 --- a/landing/lenses/347000.json +++ b/landing/lenses/347000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,7 +856,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.8점 하향 (PD 1.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -998,19 +998,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1031,8 +1031,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,17 +1077,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1097,7 +1097,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1156,7 +1156,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1165,7 +1165,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1228,7 +1228,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1400,12 +1400,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:6e45f6ccbae2", + "target": "347000", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.75 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/347700.json b/landing/lenses/347700.json index f50c2480db977f3e66961f72d42f905cc9d1a4eb..d8bb5841d8e495a432e3feac003f4364ba993220 100644 --- a/landing/lenses/347700.json +++ b/landing/lenses/347700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -514,13 +514,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -582,7 +582,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -601,7 +601,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -806,14 +806,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -933,10 +933,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -979,7 +979,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -999,8 +999,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1021,8 +1021,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1113,10 +1113,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1132,10 +1132,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1343,7 +1343,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1365,7 +1365,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1383,8 +1383,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/347740.json b/landing/lenses/347740.json index a39449acf76585748a443f582274da24d05c9014..ddacf680d0bce58a95dcb8ca8fdf60458f03e62b 100644 --- a/landing/lenses/347740.json +++ b/landing/lenses/347740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1037,8 +1037,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1090,10 +1090,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1103,7 +1103,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347770.json b/landing/lenses/347770.json index a90065e2d746c3641de1574da20c7220fa60c7bb..d5eb64f41dc74dbba491ed8f1d906b82f6f7c3c0 100644 --- a/landing/lenses/347770.json +++ b/landing/lenses/347770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,7 +866,7 @@ "divergenceExplanation": [ "채무상환능력 축이 57점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +4.3점 하향 (PD 19.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.3점 하향 (PD 21.05%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -881,14 +881,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1008,10 +1008,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1041,7 +1041,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1054,7 +1054,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1096,8 +1096,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1132,7 +1132,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-29", "detail": "괴리 판정의 price 입력" } ], @@ -1188,10 +1188,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1207,10 +1207,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347850.json b/landing/lenses/347850.json index 8e0bd6ab84aaa4afa907a113406e8e5c2625cfd8..c4fb02db1d1debea173136ce74ab707103dc671c 100644 --- a/landing/lenses/347850.json +++ b/landing/lenses/347850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -482,14 +482,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -609,10 +609,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -655,7 +655,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -697,8 +697,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -733,7 +733,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -789,10 +789,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -808,10 +808,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347860.json b/landing/lenses/347860.json index fc671e11b5989563b6546f02b44bd8c93ef11344..e6fbde6719ec861c55206937e8a427021040fd27 100644 --- a/landing/lenses/347860.json +++ b/landing/lenses/347860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -884,7 +884,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/347890.json b/landing/lenses/347890.json index b58225b418bd6a4a9a50e5f34187214279aebcf2..74301ed87e8e3bc570688d446d7e5e63dad7b209 100644 --- a/landing/lenses/347890.json +++ b/landing/lenses/347890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1019,8 +1019,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1050,10 +1050,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1063,7 +1063,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1072,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348030.json b/landing/lenses/348030.json index 669548bb1f7e92e993538795a48fa673e673aa2d..33e3f46fd12fcccd10b80103f76672e3283e8de4 100644 --- a/landing/lenses/348030.json +++ b/landing/lenses/348030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -874,14 +874,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1001,10 +1001,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1027,7 +1027,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1040,7 +1040,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1060,8 +1060,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1092,7 +1092,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348080.json b/landing/lenses/348080.json index 22ead04efdf89477a601f632634fbcd4974196cb..9fab758d2b2d6515253a7126eb3abec3d1409842 100644 --- a/landing/lenses/348080.json +++ b/landing/lenses/348080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 29.53%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -946,8 +946,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -977,10 +977,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -990,7 +990,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -999,7 +999,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1067,10 +1067,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1086,10 +1086,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,7 +1109,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1117,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348150.json b/landing/lenses/348150.json index e1afd416a44764df8d50def956af24d6ebd49a29..493e4eb1ae71e79a03befb2fa664d020ed4d7070 100644 --- a/landing/lenses/348150.json +++ b/landing/lenses/348150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,7 +799,7 @@ "divergenceExplanation": [ "채무상환능력 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 17.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 16.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -814,14 +814,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -941,10 +941,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1081,10 +1081,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1100,10 +1100,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348210.json b/landing/lenses/348210.json index 27009de08c77302643183c21b3da7543bc2b47b3..3b7173a7b4c3ae9943ae0a7e51507ddbe594c9db 100644 --- a/landing/lenses/348210.json +++ b/landing/lenses/348210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.9점 하향 (PD 13.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.9점 하향 (PD 16.30%). 최근 주가 하락이 반영된 결과", "D/EBITDA 43.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1091,8 +1091,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,10 +1229,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1251,7 +1251,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1267,7 +1267,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348340.json b/landing/lenses/348340.json index 55d4b4b60f0c55f2c0aae8d3d385cd73215aee98..c1e4d88c57d4b57841b03506004d88545f1c900e 100644 --- a/landing/lenses/348340.json +++ b/landing/lenses/348340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B", - "summary": "dCR 위험점수 55.50, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 59.38, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B", - "score": 55.5, + "score": 59.38, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B", - "score": 55.78, + "score": 59.72, "assumptions": { "scenarioStress": "moderate" } @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 23.23%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 34.26%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348350.json b/landing/lenses/348350.json index f8a6509b4932b890a98c6643b389860f6cdbd9a6..0f63ddfc3fdf14d34476438b9f3e82c38e4441a9 100644 --- a/landing/lenses/348350.json +++ b/landing/lenses/348350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348370.json b/landing/lenses/348370.json index 825bc47cc3518a7117de9d54b1809f3d27eb1aa2..76cf8b2ed9d50306e98a6b197328c22a5d626acc 100644 --- a/landing/lenses/348370.json +++ b/landing/lenses/348370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 142.14%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 140.47%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1023,7 +1023,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1078,8 +1078,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1216,10 +1216,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1238,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/348950.json b/landing/lenses/348950.json index 8accf7ed3261b6836fedc42125846b8568085bb8..3d141af779bede2deea7bd7566130d2c9507a2a6 100644 --- a/landing/lenses/348950.json +++ b/landing/lenses/348950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-27", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -400,7 +400,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -420,7 +420,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-27", "period": "2025", "status": "derived", @@ -441,7 +441,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-27", "period": "2025", "status": "observed", @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/350520.json b/landing/lenses/350520.json index d58abe131329be816d42c7ef42fd7b9ec942cf48..bc67d95f87752e97e1e686a0ee4b6ce3c57031d9 100644 --- a/landing/lenses/350520.json +++ b/landing/lenses/350520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -241,14 +241,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -363,10 +363,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -389,8 +389,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -402,7 +402,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -422,8 +422,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -471,7 +471,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -552,10 +552,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -579,10 +579,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -597,10 +597,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -611,7 +611,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -619,7 +619,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -635,7 +635,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -651,7 +651,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351020.json b/landing/lenses/351020.json index 87447db2bd5629fb09a11f523b866b86f90448b9..887c7f4b72c7143d914c4ba37171c7ac45f1ca98 100644 --- a/landing/lenses/351020.json +++ b/landing/lenses/351020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -38,10 +38,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -231,14 +231,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -358,10 +358,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -377,8 +377,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -390,8 +390,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -408,10 +408,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -421,7 +421,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -430,7 +430,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -498,10 +498,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -517,10 +517,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -548,7 +548,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351320.json b/landing/lenses/351320.json index 46e01902c4666348c7a8233d5cf9cd098072116f..3fb23f636788c34d6836acb6c517a47c112e23f0 100644 --- a/landing/lenses/351320.json +++ b/landing/lenses/351320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1330,7 +1330,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1352,7 +1352,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1370,8 +1370,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/351330.json b/landing/lenses/351330.json index faa2046ff79e30c598637806932ea3875206745f..81f662f161ec103259313580437a85b9abed370a 100644 --- a/landing/lenses/351330.json +++ b/landing/lenses/351330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -842,7 +842,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 32.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 38.95%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/351870.json b/landing/lenses/351870.json index 0a100efe1af4bc5591c4eb1d3a467149ac7e4ba9..cd88bd13605a2ae7dd48fac6a98cb31403bf2ef6 100644 --- a/landing/lenses/351870.json +++ b/landing/lenses/351870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -559,7 +559,7 @@ "divergenceExplanation": [ "채무상환능력 축이 72점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +2.6점 하향 (PD 24.71%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 26.13%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.6x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -575,14 +575,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -702,19 +702,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -735,8 +735,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -748,7 +748,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,17 +781,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -801,7 +801,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -826,7 +826,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -860,7 +860,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -869,7 +869,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -882,10 +882,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -901,10 +901,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -932,7 +932,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,12 +1124,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:a796b6996491", + "target": "351870", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352090.json b/landing/lenses/352090.json index 2213bca63fbe9592a46dd7b95813a8d677390ce4..cb7fab1b31ed586169e2f0fc8c07b3c175032a97 100644 --- a/landing/lenses/352090.json +++ b/landing/lenses/352090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -951,19 +951,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1030,17 +1030,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1109,7 +1109,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1118,7 +1118,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1360,88 +1360,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:6e0ad19abcb9", - "target": "352090", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-26", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-26", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352480.json b/landing/lenses/352480.json index e9afd8c3c593406fd520adf7d9564fe22918cadf..005221bbe7500650af378b2d29518b3fae7e7ff3 100644 --- a/landing/lenses/352480.json +++ b/landing/lenses/352480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1015,7 +1015,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352700.json b/landing/lenses/352700.json index 06d31cb5310de0b22a6128d0137f3919acc2ef4e..9b7bdd2aa1fae6b88620564cda341149f558b17c 100644 --- a/landing/lenses/352700.json +++ b/landing/lenses/352700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1095,8 +1095,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352770.json b/landing/lenses/352770.json index b67c80a1f6303ec3904c42e8340439bf97583385..06440ca82fa56c7e72fc7d0c5eccb296b32eae55 100644 --- a/landing/lenses/352770.json +++ b/landing/lenses/352770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -807,14 +807,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -934,10 +934,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352820.json b/landing/lenses/352820.json index 948f6cc176e3464fad43c06d136819f13e6c9dcf..97682829c43964cdc33d0720797c4e8fd3b761d3 100644 --- a/landing/lenses/352820.json +++ b/landing/lenses/352820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,13 +582,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -860,7 +860,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 58점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 6.47%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.8x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -876,14 +876,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1003,15 +1003,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1036,8 +1036,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1049,7 +1049,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1082,17 +1082,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1127,7 +1127,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1161,7 +1161,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1170,7 +1170,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1183,10 +1183,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1202,10 +1202,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1225,7 +1225,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1405,88 +1405,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:3330cbfd549e", - "target": "352820", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.5 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/352910.json b/landing/lenses/352910.json index 89f670adf2e7a07ef2ab72f2595d3a9f60b1357c..7ce832624de15246aae56a0b7eac43abf0370cd7 100644 --- a/landing/lenses/352910.json +++ b/landing/lenses/352910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/352940.json b/landing/lenses/352940.json index da0d055892b2a605b8a8c8408e39d8305426152d..84455c270cc5e0c93ea69c03a8ce4c80dca9137c 100644 --- a/landing/lenses/352940.json +++ b/landing/lenses/352940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,18 +581,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-A-", - "summary": "dCR 위험점수 17.35, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB+", + "summary": "dCR 위험점수 19.00, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -776,15 +776,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A-", - "score": 17.35, + "grade": "dCR-BBB+", + "score": 19.0, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A-", - "score": 18.34, + "grade": "dCR-BBB+", + "score": 20.17, "assumptions": { "scenarioStress": "moderate" } @@ -855,11 +855,11 @@ "weightCoverage": 95.0 }, "eCR": "eCR-1", - "pdEstimate": 0.08, + "pdEstimate": 0.15, "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 4.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.29%). 최근 주가 하락이 반영된 결과", "D/EBITDA 14.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,10 +1179,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1197,10 +1197,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353190.json b/landing/lenses/353190.json index d1407a0083cc8612c547018f013595cc3c93d911..a4f950d752fd8f3cf4f5475f15f4327763ffa27c 100644 --- a/landing/lenses/353190.json +++ b/landing/lenses/353190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -862,14 +862,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -989,10 +989,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1035,7 +1035,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1077,8 +1077,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1113,7 +1113,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1169,10 +1169,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1188,10 +1188,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1237,7 +1237,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1253,7 +1253,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353200.json b/landing/lenses/353200.json index e5ac161964acd20b510980badbd216acea474379..243a81ad93939dca83c2e0a8b9c4efea65c77ef6 100644 --- a/landing/lenses/353200.json +++ b/landing/lenses/353200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,10 +1086,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353590.json b/landing/lenses/353590.json index 7da42cfca87155cd3b37de697b32505d5c31d6e1..20ef6ab0d025f4c9c865c950e38b50f1e8508c2b 100644 --- a/landing/lenses/353590.json +++ b/landing/lenses/353590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -799,14 +799,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -926,10 +926,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -959,7 +959,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -972,7 +972,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1050,7 +1050,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1106,10 +1106,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1125,10 +1125,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/353810.json b/landing/lenses/353810.json index 9eb4ac3419444e16261523df941ff86f801cbec6..58e0d36918195386f9815c03cfa56ab9e1ced0f2 100644 --- a/landing/lenses/353810.json +++ b/landing/lenses/353810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -871,14 +871,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1044,7 +1044,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1086,8 +1086,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1122,7 +1122,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1178,10 +1178,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1197,10 +1197,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,10 +1215,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1233,10 +1233,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1247,7 +1247,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1255,7 +1255,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1263,7 +1263,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1279,7 +1279,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1549,7 +1549,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1571,7 +1571,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1589,8 +1589,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/354200.json b/landing/lenses/354200.json index 5ca7dda2f6e618d7e6f50adbcb86e968e272a09c..ca92e5282b500ca12f697b750dd94fcf0948dcee 100644 --- a/landing/lenses/354200.json +++ b/landing/lenses/354200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -795,7 +795,7 @@ "divergenceExplanation": [ "유동성 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 278.77%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 267.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -810,14 +810,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -937,10 +937,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1061,7 +1061,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1117,10 +1117,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1136,10 +1136,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1159,7 +1159,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1167,7 +1167,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/354320.json b/landing/lenses/354320.json index bbf29c0a47e779d276015e92c5285bd89fcbbe16..d40d1a76ea8db474ae15af498a3b54fb4b8982d9 100644 --- a/landing/lenses/354320.json +++ b/landing/lenses/354320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 36.41, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 37.25, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 36.41, + "grade": "dCR-BB+", + "score": 37.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 37.29, + "score": 38.0, "assumptions": { "scenarioStress": "moderate" } @@ -709,11 +709,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BB+로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -751,7 +746,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-2", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -777,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -904,10 +899,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -937,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -950,7 +945,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -990,10 +985,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1028,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355150.json b/landing/lenses/355150.json index b399c2d09a2aeeca1ee0d684613dd68660b6c721..7cfffe1b8898368126c372f12b24d166e889c1b8 100644 --- a/landing/lenses/355150.json +++ b/landing/lenses/355150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -485,14 +485,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -664,8 +664,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -684,7 +684,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -752,10 +752,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -771,10 +771,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,10 +798,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -836,7 +836,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355390.json b/landing/lenses/355390.json index 5fda3b1b5c77de3de98d371c3d66f764e12bafef..e5304b749eb4fee369a35d1339847891a8103336 100644 --- a/landing/lenses/355390.json +++ b/landing/lenses/355390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 190.97%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 195.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/355690.json b/landing/lenses/355690.json index fe089fc02691828af9bb2b8f94d7f1ac547a6dd9..8d0801361c34af1c8b4a5c9207e1297ad37c41bc 100644 --- a/landing/lenses/355690.json +++ b/landing/lenses/355690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,14 +577,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -704,19 +704,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -737,8 +737,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -750,7 +750,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -770,8 +770,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,17 +783,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -803,7 +803,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -828,7 +828,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -862,7 +862,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -871,7 +871,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -903,10 +903,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -926,7 +926,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1126,88 +1126,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4967b9f27673", - "target": "355690", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/356680.json b/landing/lenses/356680.json index f0993ffb1aeb62c24cabfac8ea50ad8975844de7..56d992d2f7d65ca27171f73f25180172bb62a192 100644 --- a/landing/lenses/356680.json +++ b/landing/lenses/356680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -516,14 +516,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -643,10 +643,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -675,8 +675,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -695,8 +695,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -715,7 +715,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -783,10 +783,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -802,10 +802,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -825,7 +825,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/356860.json b/landing/lenses/356860.json index 1c55cff98d45c1a5d05edb05059efffc11a71719..3a7c4a6188331eaeb36bc1d8a3572630c824e8e9 100644 --- a/landing/lenses/356860.json +++ b/landing/lenses/356860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1140,10 +1140,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1162,7 +1162,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1433,7 +1433,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1455,7 +1455,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1473,8 +1473,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/356890.json b/landing/lenses/356890.json index 7c367e47bd3259eb18c551be8c8c47a11c8bdf39..43a34f9f87a861a85eba425dbaedccbc27037dcd 100644 --- a/landing/lenses/356890.json +++ b/landing/lenses/356890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357230.json b/landing/lenses/357230.json index fee85052f5ebb39feb73dbba4dc6c1f5ebd5eb3b..46542f813ce6c7533a70e891c9c79f6ed21356e9 100644 --- a/landing/lenses/357230.json +++ b/landing/lenses/357230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357430.json b/landing/lenses/357430.json index 3a8daeaccb7c15e03b7c28f5ded248949c9e9bc6..35d15a2e496b8875df936b448561b2d5aaf15a48 100644 --- a/landing/lenses/357430.json +++ b/landing/lenses/357430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -378,8 +378,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -409,10 +409,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -422,7 +422,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357550.json b/landing/lenses/357550.json index d5936234f18335621f1c62a1a8f643c7312a06b2..03ac436c361adf438df571a12e9707f9a0620286 100644 --- a/landing/lenses/357550.json +++ b/landing/lenses/357550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1033,7 +1033,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1088,8 +1088,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1217,10 +1217,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1235,10 +1235,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1249,7 +1249,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1257,7 +1257,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1265,7 +1265,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1281,7 +1281,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357580.json b/landing/lenses/357580.json index 972f9cfe98b67e0451f978a8b405fab86fa2a788..7b3f2b81cbbeed9c7ceefbe3fcd2a28e1bf29066 100644 --- a/landing/lenses/357580.json +++ b/landing/lenses/357580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 36점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.24%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.33%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1009,8 +1009,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1040,10 +1040,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1167,10 +1167,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1185,10 +1185,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1199,7 +1199,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1231,7 +1231,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357780.json b/landing/lenses/357780.json index a04e7ea7d9187b6bf7b7fd20227a6e0209a9807f..939839bdc6f79cd0ae25ef19b15a0aa8e83c4eb9 100644 --- a/landing/lenses/357780.json +++ b/landing/lenses/357780.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -877,14 +877,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1004,10 +1004,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1050,7 +1050,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1070,8 +1070,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1092,8 +1092,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1128,7 +1128,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1184,10 +1184,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1203,10 +1203,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1226,7 +1226,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1234,7 +1234,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/357880.json b/landing/lenses/357880.json index e816215efe3ee2cea26e54a9545ffc988c8e0e6e..6559b15a102bf3c459c9fabf35b5ff2868eb7945 100644 --- a/landing/lenses/357880.json +++ b/landing/lenses/357880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -709,14 +709,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -836,10 +836,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -882,7 +882,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -960,7 +960,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1016,10 +1016,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1035,10 +1035,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1058,7 +1058,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1066,7 +1066,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1254,7 +1254,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1276,7 +1276,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1294,8 +1294,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/358570.json b/landing/lenses/358570.json index a33ca846fca63e6ef6c3e6331dc9756c1556023a..6a69f119f6c785e0073104ae40899bc80d6db332 100644 --- a/landing/lenses/358570.json +++ b/landing/lenses/358570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -503,14 +503,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -630,10 +630,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -649,7 +649,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -662,8 +662,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -682,8 +682,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -693,7 +693,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -702,7 +702,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/359090.json b/landing/lenses/359090.json index d985374865a3ed76b8165128add5cf8ab3e53076..4d737d0a59574b3fbc6352d9747de5ae4576d9e0 100644 --- a/landing/lenses/359090.json +++ b/landing/lenses/359090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -848,7 +848,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 55점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -990,19 +990,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1023,8 +1023,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1056,8 +1056,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,17 +1069,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1089,7 +1089,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -1114,7 +1114,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1148,7 +1148,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1157,7 +1157,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1170,10 +1170,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1189,10 +1189,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1220,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1392,12 +1392,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:b5055c5cda6c", + "target": "359090", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/360070.json b/landing/lenses/360070.json index 915ed5eb08b192b373c62edddec8f875b045a958..001c7d80f31aeb783958af3fd99766df4b54e2f0 100644 --- a/landing/lenses/360070.json +++ b/landing/lenses/360070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 83.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 88.90%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -736,8 +736,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,10 +767,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -780,7 +780,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/360350.json b/landing/lenses/360350.json index ec4e91d5d186f84d2b8094dc23cf088b738194ed..9863e83064863771b45be8740606159d596adf01 100644 --- a/landing/lenses/360350.json +++ b/landing/lenses/360350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:2cb8c544a04c", - "target": "360350", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/361390.json b/landing/lenses/361390.json index f20993b14ef13e6ddf0f1b201b622fae2043c16f..11d6cbcc26cf4ab6d07babe7c8172d2cfc7e691f 100644 --- a/landing/lenses/361390.json +++ b/landing/lenses/361390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -582,18 +582,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 19.20, 전망 안정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BBB", + "summary": "dCR 위험점수 22.02, 전망 안정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -650,7 +650,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -669,7 +669,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -688,7 +688,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -707,7 +707,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -777,15 +777,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 19.2, + "grade": "dCR-BBB", + "score": 22.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.27, + "grade": "dCR-BBB", + "score": 23.16, "assumptions": { "scenarioStress": "moderate" } @@ -856,7 +856,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 0.15, + "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 49점으로 등급 하방 압력", @@ -875,14 +875,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1002,10 +1002,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1184,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361570.json b/landing/lenses/361570.json index 49c015f10991fc5845f7e011eb7eff5da6af13f0..7a89aa58b6520b382ff0a52ae5ec48f9fb6b0657 100644 --- a/landing/lenses/361570.json +++ b/landing/lenses/361570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361610.json b/landing/lenses/361610.json index 264675a905f85138499235a4a75b17338880bb55..65e53b61d0939a5598481d2b31e4555bc8437293 100644 --- a/landing/lenses/361610.json +++ b/landing/lenses/361610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "채무상환능력 축이 80점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 8515.00%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 8759.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -915,10 +915,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -948,7 +948,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -961,7 +961,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1003,8 +1003,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1039,7 +1039,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1095,10 +1095,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1114,10 +1114,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1141,10 +1141,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1159,10 +1159,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/361670.json b/landing/lenses/361670.json index 1c8f164450e30d5e420e61c7c6fa83bfbcc2f7f8..0dd8c947ef361c69c4431c36c79d051561e6646c 100644 --- a/landing/lenses/361670.json +++ b/landing/lenses/361670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -710,14 +710,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -837,10 +837,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -856,8 +856,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -869,8 +869,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -887,10 +887,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -900,7 +900,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -909,7 +909,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -977,10 +977,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -996,10 +996,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1019,7 +1019,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1027,7 +1027,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362320.json b/landing/lenses/362320.json index f0b7c2ae4cf45f841b74d3e27ff76103f85b7b1d..5a9c6dd5e698217f077d8e998fcb617f2f0986a4 100644 --- a/landing/lenses/362320.json +++ b/landing/lenses/362320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 16.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 14.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1003,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1056,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1069,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/362990.json b/landing/lenses/362990.json index 93cf78768d0b52e7204e4f7ce755bc4c698b6a7f..28cb9673ac15a71403f01c918229ac2448f808c0 100644 --- a/landing/lenses/362990.json +++ b/landing/lenses/362990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BB", - "summary": "dCR 위험점수 38.14, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 35.89, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB", - "score": 38.14, + "grade": "dCR-BB+", + "score": 35.89, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB", - "score": 38.46, + "grade": "dCR-BB+", + "score": 36.21, "assumptions": { "scenarioStress": "moderate" } @@ -747,7 +747,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 1.5, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 83점으로 등급 하방 압력", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363250.json b/landing/lenses/363250.json index 283d837b89fb6992d505a9f3f8527b76501a70f6..e457f619a0830e18aff936219e323591252b4412 100644 --- a/landing/lenses/363250.json +++ b/landing/lenses/363250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -921,19 +921,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1000,17 +1000,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1079,7 +1079,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1088,7 +1088,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/363260.json b/landing/lenses/363260.json index 4a10e5a3ae6c25bce9514207c4e6ddbba1341161..1ce53ace9e1cdfbd227ea6e68fc3c0b7074a34b7 100644 --- a/landing/lenses/363260.json +++ b/landing/lenses/363260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -870,14 +870,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -997,19 +997,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1030,8 +1030,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1043,7 +1043,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1063,8 +1063,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1076,17 +1076,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1096,7 +1096,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1121,7 +1121,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1155,7 +1155,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1164,7 +1164,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1177,10 +1177,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1196,10 +1196,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1219,7 +1219,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1399,88 +1399,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4ce983f3a41a", - "target": "363260", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 0.266 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/363280.json b/landing/lenses/363280.json index 7725e66ae53f5773026713c4b520600d66fc7750..0d00e756a0489c80c0a1e98c71990d61e57cb2e5 100644 --- a/landing/lenses/363280.json +++ b/landing/lenses/363280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -724,14 +724,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -884,8 +884,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -897,7 +897,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -917,8 +917,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -937,10 +937,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -950,7 +950,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -975,7 +975,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1031,10 +1031,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1050,10 +1050,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1073,7 +1073,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1081,7 +1081,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/364950.json b/landing/lenses/364950.json index 9f8e9d7e84807ffff0ed0a4dff138b66b53b494f..124c4572fcffe910a70081f9e1034ff15112c214 100644 --- a/landing/lenses/364950.json +++ b/landing/lenses/364950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365270.json b/landing/lenses/365270.json index 8d3c7c7bdd458250eeab654f54db93346df4ed1d..d086164308d641133173afb13e7e70ed933f7e41 100644 --- a/landing/lenses/365270.json +++ b/landing/lenses/365270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,10 +1060,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1079,10 +1079,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1102,7 +1102,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1110,7 +1110,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365330.json b/landing/lenses/365330.json index 2ece82ffca99a88b1ed0c385eef39a02c9ea0d6e..eb01672aa2a6b3b058deda687ba9a95a5fa8db67 100644 --- a/landing/lenses/365330.json +++ b/landing/lenses/365330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365340.json b/landing/lenses/365340.json index 47cb36c496a41422f2001fd9a5ff7921876a126f..fc3ed2c39d33c1b1a7c4ab1b25d1b48197c14174 100644 --- a/landing/lenses/365340.json +++ b/landing/lenses/365340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1123,10 +1123,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1141,10 +1141,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1163,7 +1163,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365590.json b/landing/lenses/365590.json index 241b69b637d367b7125b359ebb922d8edad02155..6a422f928555caebba798fb55194adfab42a369e 100644 --- a/landing/lenses/365590.json +++ b/landing/lenses/365590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -109,7 +109,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -178,7 +178,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -429,13 +429,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -624,14 +624,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -751,10 +751,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -770,7 +770,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -803,8 +803,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -814,7 +814,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -823,7 +823,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -891,10 +891,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -910,10 +910,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -937,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/365660.json b/landing/lenses/365660.json index 70d629ec5b2e9ae2b1a39059f5fa92a0a443c503..5de9d9e40f152e20d19edd4c6a74100d0757008e 100644 --- a/landing/lenses/365660.json +++ b/landing/lenses/365660.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/365900.json b/landing/lenses/365900.json index 22daa1588180e05b190e718dcdf1a5f3bb1fb801..201fa8bd258035c2b56642a303e058bd2f76d095 100644 --- a/landing/lenses/365900.json +++ b/landing/lenses/365900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1008,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/366030.json b/landing/lenses/366030.json index 340be33cfff98d8bd59d3b04537c3ff52d39aef0..a0c7d99238e7759e7799326e082c234ba7d2a5a3 100644 --- a/landing/lenses/366030.json +++ b/landing/lenses/366030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/367000.json b/landing/lenses/367000.json index fa7eae84ced0256a803adb66041db42f6b07d6fe..c72ec35d6c5c8a2207e008edb2e846dd69fa47b3 100644 --- a/landing/lenses/367000.json +++ b/landing/lenses/367000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,18 +508,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 20.72, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 18.81, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -702,15 +702,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 20.72, + "grade": "dCR-A-", + "score": 18.81, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 20.92, + "grade": "dCR-A-", + "score": 18.98, "assumptions": { "scenarioStress": "moderate" } @@ -775,11 +775,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 45점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +3.0점 하향 (PD 5.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 4.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368600.json b/landing/lenses/368600.json index 64476601776b7070edaee9abefe2b737d4e152e0..93e2f90d37dd07c1f0120d4db084d6b533b02639 100644 --- a/landing/lenses/368600.json +++ b/landing/lenses/368600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 122.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 119.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -906,19 +906,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,17 +985,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1064,7 +1064,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1073,7 +1073,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/368770.json b/landing/lenses/368770.json index b566827c11e2822cbf01e04d07389e193bd88f5c..bd8bcdf8d03a53a1005e84dea39cd18e39dc05ef 100644 --- a/landing/lenses/368770.json +++ b/landing/lenses/368770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -854,14 +854,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -981,10 +981,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1027,7 +1027,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1047,8 +1047,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1069,8 +1069,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1105,7 +1105,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1161,10 +1161,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1180,10 +1180,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1203,7 +1203,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1211,7 +1211,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1391,7 +1391,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1413,7 +1413,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1431,8 +1431,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/368970.json b/landing/lenses/368970.json index fef9aa01eecb2d6a1475415d89107810af1d9264..21833c8356f0df8302e8858b1c3176aa10af752f 100644 --- a/landing/lenses/368970.json +++ b/landing/lenses/368970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1155,7 +1155,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/369370.json b/landing/lenses/369370.json index 0360ef361ea2ca449b5b1249f6e11df264258d68..693038ad11758ff605d3f0ff065a46cd213ee762 100644 --- a/landing/lenses/369370.json +++ b/landing/lenses/369370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.5점 하향 (PD 26.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.5점 하향 (PD 28.15%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -916,10 +916,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -962,7 +962,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1004,8 +1004,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1040,7 +1040,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1096,10 +1096,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1115,10 +1115,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,10 +1142,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1160,10 +1160,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1174,7 +1174,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/370090.json b/landing/lenses/370090.json index cb99610c1e2c44ed321f2475d76b343f24434b07..3dc75074f6b9457d7a5aaee3b6649a7e0a9899ec 100644 --- a/landing/lenses/370090.json +++ b/landing/lenses/370090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -117,7 +117,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -141,7 +141,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -162,7 +162,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -186,7 +186,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -207,7 +207,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -231,7 +231,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -784,14 +784,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -911,10 +911,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -983,7 +983,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1051,10 +1051,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1070,10 +1070,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1093,7 +1093,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1101,7 +1101,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/371950.json b/landing/lenses/371950.json index 6a45acab29ce0c1be0e24dba4c03e65dc56a0405..8f5dea8a6f12f97c7b1241ea032043f9afd4ebe1 100644 --- a/landing/lenses/371950.json +++ b/landing/lenses/371950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 79점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 304.40%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.2점 하향 (PD 323.81%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,19 +920,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -999,17 +999,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1078,7 +1078,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1087,7 +1087,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372170.json b/landing/lenses/372170.json index 9140f053a4ffd7227dd5364f64321af53e36ffa6..b7dda7e52470ddb2224f5b1e38193abf324e4940 100644 --- a/landing/lenses/372170.json +++ b/landing/lenses/372170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -828,7 +828,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "사업안정성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.33%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.0점 하향 (PD 2.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1192,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1200,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372320.json b/landing/lenses/372320.json index 4a209175e1fee1d6faf395d823118f8510becb05..7765e774c424ef75dee9f1d1fff3879ee7412e03 100644 --- a/landing/lenses/372320.json +++ b/landing/lenses/372320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -517,14 +517,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -644,10 +644,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -690,7 +690,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -710,8 +710,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -768,7 +768,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -824,10 +824,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -843,10 +843,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1090,7 +1090,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1112,7 +1112,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1130,8 +1130,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/372800.json b/landing/lenses/372800.json index 533fa2dac54884149f3454113e6e868f61e00c56..f86c0c8b25453b5df43e816ef625fff563d495c1 100644 --- a/landing/lenses/372800.json +++ b/landing/lenses/372800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -785,7 +785,7 @@ "divergenceExplanation": [ "채무상환능력 축이 61점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 107.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 101.12%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -800,14 +800,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -953,7 +953,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -966,8 +966,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1015,7 +1015,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,7 +1119,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/372910.json b/landing/lenses/372910.json index e853fdb77952bea4e1fcd3ae9cd069f26c67ba94..43d00c094092f5b0758a918b513bad68e63c872c 100644 --- a/landing/lenses/372910.json +++ b/landing/lenses/372910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -572,18 +572,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-A", - "summary": "dCR 위험점수 13.02, 전망 부정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 15.45, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -768,14 +768,14 @@ "id": "base", "label": "기준", "grade": "dCR-A", - "score": 13.02, + "score": 15.45, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A", - "score": 13.36, + "score": 15.82, "assumptions": { "scenarioStress": "moderate" } @@ -843,6 +843,7 @@ "pdEstimate": 0.06, "notchAdjustment": null, "divergenceExplanation": [ + "주가 기반 CHS 모델이 +1.7점 하향 (PD 1.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -857,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -984,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1017,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1108,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1183,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373110.json b/landing/lenses/373110.json index 003536ef817475b1e21c1e516f2f5ece7072f6d5..222dc9f29260f0de5726403cb7628bd7068bdb27 100644 --- a/landing/lenses/373110.json +++ b/landing/lenses/373110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 79.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 90.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -911,8 +911,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -924,8 +924,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -942,10 +942,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -955,7 +955,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -964,7 +964,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1032,10 +1032,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1051,10 +1051,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1074,7 +1074,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1082,7 +1082,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373160.json b/landing/lenses/373160.json index 70e9268df1a92ecdb63bf52048c9e745a4c83927..8507a3819b17e72002ae3a3a0a56f1c89dbf6a02 100644 --- a/landing/lenses/373160.json +++ b/landing/lenses/373160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -611,7 +611,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373170.json b/landing/lenses/373170.json index 85890b33bb3c48644d4c3da9e8e57f48350b65ce..cc7c14d5535a26e0fcee01916bf601a6adf3abd0 100644 --- a/landing/lenses/373170.json +++ b/landing/lenses/373170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -717,7 +717,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -761,7 +761,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -889,7 +889,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373200.json b/landing/lenses/373200.json index 331d1825491077d3f03e55ed9844bf3d074a98d5..a498c712fb4fc1cfcc0a136ff50bfaac3a979c6a 100644 --- a/landing/lenses/373200.json +++ b/landing/lenses/373200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,7 +780,7 @@ "divergenceExplanation": [ "유동성 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 42.30%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 37.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -795,14 +795,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -917,10 +917,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -956,7 +956,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -976,8 +976,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -997,8 +997,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1025,7 +1025,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,10 +1133,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1151,10 +1151,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/373220.json b/landing/lenses/373220.json index 5f8d92e5f8408480acdd81b618b69f596f992818..dac070983b8b47efaaabade477316e4b2ef00a9c 100644 --- a/landing/lenses/373220.json +++ b/landing/lenses/373220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -578,13 +578,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -703,7 +703,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -858,7 +858,7 @@ "reasons": [ "중대형기업 (매출 24조)", "CAPEX집약 OCF양수 (투자 사이클)", - "시가총액 78조 (시장 지위)" + "시가총액 73조 (시장 지위)" ] }, "divergenceExplanation": [ @@ -880,14 +880,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1007,10 +1007,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1040,8 +1040,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1053,7 +1053,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1093,10 +1093,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1106,7 +1106,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1131,7 +1131,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1187,10 +1187,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1206,10 +1206,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1224,10 +1224,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1242,10 +1242,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1264,7 +1264,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1288,7 +1288,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/375500.json b/landing/lenses/375500.json index c1289ce516236e2f774cdb407bff480a1418cf97..738136a1231e2e52af97eb5fb75d0d328c36badb 100644 --- a/landing/lenses/375500.json +++ b/landing/lenses/375500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -579,13 +579,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -704,7 +704,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -865,14 +865,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -992,10 +992,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1038,7 +1038,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1080,8 +1080,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1116,7 +1116,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1172,10 +1172,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1191,10 +1191,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376180.json b/landing/lenses/376180.json index 44c2b95f854da0c115033584122563dbddfeae25..930202c21b993d9e46d3bfbfa605790f0077949b 100644 --- a/landing/lenses/376180.json +++ b/landing/lenses/376180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1008,8 +1008,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1021,7 +1021,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -1041,8 +1041,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,17 +1053,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,7 +1130,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1139,7 +1139,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -1152,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1171,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1194,7 +1194,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1202,7 +1202,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376270.json b/landing/lenses/376270.json index eecec52321da861cb2f2c1cb65768ff9d114e54d..f15bc76000daff3a4e00d7e7623d27e5b5ac40d2 100644 --- a/landing/lenses/376270.json +++ b/landing/lenses/376270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -940,8 +940,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -971,10 +971,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -984,7 +984,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -993,7 +993,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,10 +1061,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1080,10 +1080,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1103,7 +1103,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1111,7 +1111,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376290.json b/landing/lenses/376290.json index 8b9d7a1a54f2deaa9188b3f2bad427017aee4043..d2fc69af72b6889cf65c70a564079183df9fc719 100644 --- a/landing/lenses/376290.json +++ b/landing/lenses/376290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376300.json b/landing/lenses/376300.json index 587759dfcfa1cd10cb615fca9bf128f7291f6dab..7e02899b5d56b5c7ea93421ba4dbf2d7114366a5 100644 --- a/landing/lenses/376300.json +++ b/landing/lenses/376300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -983,15 +983,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { "level": "high", @@ -1016,8 +1016,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1062,17 +1062,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1082,7 +1082,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1135,13 +1135,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1150,7 +1150,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "underReaction" } }, "macro": { @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1385,12 +1385,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:188fa647c859", + "target": "376300", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.85 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376900.json b/landing/lenses/376900.json index cbadc5dab703e67990a0ed07fcf22784013e4b44..95c10bad1a47518da9bea585123f8949697f044f 100644 --- a/landing/lenses/376900.json +++ b/landing/lenses/376900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 744.26%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 854.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -894,19 +894,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -927,8 +927,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,17 +973,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1052,7 +1052,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1061,7 +1061,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1303,12 +1303,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:f87d2da38a61", + "target": "376900", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/376930.json b/landing/lenses/376930.json index 742a8166c361810451723f84986e3b6f6f16fdc6..43a263c9566bafcc95cdc8b3ddb75db63bda3070 100644 --- a/landing/lenses/376930.json +++ b/landing/lenses/376930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 597.05%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 643.32%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/376980.json b/landing/lenses/376980.json index 5ec4b6fb18bff9c29dcf7feda4327e104d701bfa..ee7b6d05e7b7248c8e81eb646b2c6b38fa1afddc 100644 --- a/landing/lenses/376980.json +++ b/landing/lenses/376980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -844,7 +844,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.80%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.75%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -859,14 +859,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -986,10 +986,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1019,7 +1019,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1032,7 +1032,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1052,8 +1052,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1074,8 +1074,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1085,7 +1085,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1110,7 +1110,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1166,10 +1166,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1185,10 +1185,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,7 +1208,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1216,7 +1216,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377030.json b/landing/lenses/377030.json index 72bed087f6e781a0d88cd8810b3ca8caa3f9376f..bd87f732a102bbdde113675af4c81f970c917eff 100644 --- a/landing/lenses/377030.json +++ b/landing/lenses/377030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 87점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 851.52%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 864.94%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377190.json b/landing/lenses/377190.json index 8f1db431dc3d161ad077e3b5b1f17d082e8d57d7..32869c07fa012abfbedc20438da6353c99038a7d 100644 --- a/landing/lenses/377190.json +++ b/landing/lenses/377190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -391,8 +391,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -411,8 +411,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -431,7 +431,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -499,10 +499,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -545,10 +545,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -563,10 +563,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -577,7 +577,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -585,7 +585,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -601,7 +601,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377220.json b/landing/lenses/377220.json index 8455a67879ba5496a25b2f7d6c073b79bb1de65d..a1b470e157f929551b0a0dbcafdc95c648526a48 100644 --- a/landing/lenses/377220.json +++ b/landing/lenses/377220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -505,13 +505,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -592,7 +592,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -611,7 +611,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,7 +778,7 @@ "divergenceExplanation": [ "유동성 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 100.37%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 113.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +793,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,10 +920,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -953,8 +953,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -966,7 +966,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1006,10 +1006,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1019,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1044,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1100,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1119,10 +1119,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377300.json b/landing/lenses/377300.json index ef9092e4116181f3a68c792518c2c3b6877e6942..6a687e52ba60217c6f8fdfe944fd29ed5334c1c3 100644 --- a/landing/lenses/377300.json +++ b/landing/lenses/377300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -645,14 +645,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -772,10 +772,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -818,7 +818,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -860,8 +860,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -896,7 +896,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -952,10 +952,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -994,7 +994,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1002,7 +1002,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1270,7 +1270,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1288,8 +1288,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/377330.json b/landing/lenses/377330.json index bd39022c455e45029b857ce9d104172f4c18dd2b..b2a5f7299418b14629c06f3420648c86ecd14161 100644 --- a/landing/lenses/377330.json +++ b/landing/lenses/377330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -508,13 +508,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -633,7 +633,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -781,7 +781,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.8점 하향 (PD 12.50%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 16.68%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -796,14 +796,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -923,10 +923,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -956,7 +956,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -969,7 +969,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -989,8 +989,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1011,8 +1011,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1047,7 +1047,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1103,10 +1103,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1122,10 +1122,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377450.json b/landing/lenses/377450.json index 65fd18bac07f8c23aa951a36c265b16f0d88a7f3..90e614f728be4a383057fb4015b02f63cf803762 100644 --- a/landing/lenses/377450.json +++ b/landing/lenses/377450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -982,10 +982,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,8 +1014,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1032,10 +1032,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1045,7 +1045,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1054,7 +1054,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1122,10 +1122,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1141,10 +1141,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1164,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377460.json b/landing/lenses/377460.json index ede55d12e82260872c4ff676bdd6202740d5438c..7d558e26c885510d01b5e977089ed7661f7abda9 100644 --- a/landing/lenses/377460.json +++ b/landing/lenses/377460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -958,7 +958,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1046,10 +1046,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1065,10 +1065,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1092,10 +1092,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377480.json b/landing/lenses/377480.json index f7fd062281f97603ea1e26a7e6a8840ebf51fcb9..b2e9691e73fbead19a0e262bc8e874e0b6985d50 100644 --- a/landing/lenses/377480.json +++ b/landing/lenses/377480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -506,18 +506,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 45.68, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.34, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -701,15 +701,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 45.68, + "grade": "dCR-B+", + "score": 49.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.44, + "grade": "dCR-B+", + "score": 50.06, "assumptions": { "scenarioStress": "moderate" } @@ -774,11 +774,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-6", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 68점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.7점 하향 (PD 11.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -793,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -920,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -953,7 +954,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -966,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -986,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1008,8 +1009,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1019,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1044,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1100,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1119,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1142,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/377740.json b/landing/lenses/377740.json index 2021b7ac492ae8efd85c3f71b994f0d83e205028..1effecc65af0963f73c62cb1adb0fbf261c36047 100644 --- a/landing/lenses/377740.json +++ b/landing/lenses/377740.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -841,14 +841,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -968,19 +968,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1001,8 +1001,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1034,8 +1034,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1047,17 +1047,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1067,7 +1067,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1092,7 +1092,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1126,7 +1126,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1135,7 +1135,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1148,10 +1148,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1167,10 +1167,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378340.json b/landing/lenses/378340.json index eb50ede7d5f3119010a99e3f57cd7466839dcce8..e37002de5405ce6d3c9fd11ceb54dba253ae5f33 100644 --- a/landing/lenses/378340.json +++ b/landing/lenses/378340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "유동성 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 16.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 17.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -992,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378800.json b/landing/lenses/378800.json index 10cf6a1aad5870013d2202f310952874c0bf78d9..112ef045d2a41bb0984cf20a616f57819202558a 100644 --- a/landing/lenses/378800.json +++ b/landing/lenses/378800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -107,7 +107,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -129,7 +129,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -150,7 +150,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -172,7 +172,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -425,13 +425,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -620,14 +620,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -747,10 +747,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -793,7 +793,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -813,8 +813,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -835,8 +835,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -871,7 +871,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -927,10 +927,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -946,10 +946,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -969,7 +969,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/378850.json b/landing/lenses/378850.json index 31c1c21764f41b4b6c2f7d18878a9fd7de9bb3db..e33235027846cc3589dbfd0b74b2a31206090daf 100644 --- a/landing/lenses/378850.json +++ b/landing/lenses/378850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -580,13 +580,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -705,7 +705,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,7 +857,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 60점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.6점 하향 (PD 5.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -872,14 +872,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1032,7 +1032,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1045,7 +1045,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1065,8 +1065,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1087,8 +1087,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1098,7 +1098,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1123,7 +1123,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1179,10 +1179,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1198,10 +1198,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1221,7 +1221,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1229,7 +1229,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380540.json b/landing/lenses/380540.json index acfd47d5732a0494d96395e79177712c2e1f5764..94ed947796ecfcb01c5168b5feda39876b3525bb 100644 --- a/landing/lenses/380540.json +++ b/landing/lenses/380540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 46.69%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 60.63%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-21", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,7 +973,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-21", "period": "2025", "status": "derived", @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-21", "period": "2025", "status": "observed", @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/380550.json b/landing/lenses/380550.json index 2a7e38edaa37e27e620bba00d31a7aab26f3c074..232f85ef5ab9c89337e637af1eaef940647b8696 100644 --- a/landing/lenses/380550.json +++ b/landing/lenses/380550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -687,10 +687,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -705,10 +705,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -719,7 +719,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -727,7 +727,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381620.json b/landing/lenses/381620.json index 9a84a02f112b5c90feab4955e996ed9b3668128d..88f2615a005cb7b753764274090af6701f1c414f 100644 --- a/landing/lenses/381620.json +++ b/landing/lenses/381620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/381970.json b/landing/lenses/381970.json index 87c957f0f5d47d09683f67699b1bfd1c8a55a812..dd2f35a8e55b61649c0a19cb40bc91f58316c3f2 100644 --- a/landing/lenses/381970.json +++ b/landing/lenses/381970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -845,7 +845,7 @@ "pdEstimate": 0.25, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 55.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 62.24%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -860,14 +860,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1006,8 +1006,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,8 +1019,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1037,10 +1037,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1178,7 +1178,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1186,7 +1186,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382150.json b/landing/lenses/382150.json index 5555c8d79c5916c40514ac825cc67bf0e0ee9238..d64262c289906646ffd955e059018e21e16e97a1 100644 --- a/landing/lenses/382150.json +++ b/landing/lenses/382150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -136,7 +136,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -156,7 +156,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -383,13 +383,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -560,14 +560,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -687,10 +687,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -733,7 +733,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -753,8 +753,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,8 +775,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -811,7 +811,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -867,10 +867,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -886,10 +886,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -917,7 +917,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382480.json b/landing/lenses/382480.json index d9d51c4e66b19ea64622973f1397173cad1bab08..88b3b725c8b063d74d14bd6dc5fb4b09bf6ffb8f 100644 --- a/landing/lenses/382480.json +++ b/landing/lenses/382480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -572,13 +572,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -659,7 +659,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -866,14 +866,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1039,7 +1039,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1081,8 +1081,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1117,7 +1117,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1173,10 +1173,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1192,10 +1192,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382800.json b/landing/lenses/382800.json index 6107a869f83697fa5b15cdccff73d449c01556b1..40f04ba49cb09ae63291e6d2560e02d94084cec9 100644 --- a/landing/lenses/382800.json +++ b/landing/lenses/382800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -855,14 +855,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -982,19 +982,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -1015,8 +1015,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1028,7 +1028,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,17 +1061,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1106,7 +1106,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,7 +1140,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1149,7 +1149,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1162,10 +1162,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1181,10 +1181,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1204,7 +1204,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1212,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382840.json b/landing/lenses/382840.json index 790cdee7184e74a8097c1768401628d9c75a4586..57522e2ff83321ecfb9196454af4e4a79c580e3f 100644 --- a/landing/lenses/382840.json +++ b/landing/lenses/382840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -843,7 +843,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 41점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 200.95%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 202.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -858,14 +858,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -985,10 +985,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1018,7 +1018,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1031,7 +1031,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1051,8 +1051,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1073,8 +1073,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1109,7 +1109,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1165,10 +1165,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1184,10 +1184,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/382900.json b/landing/lenses/382900.json index 0820d57fdae4906d7b66f31fd52285a3225a53e6..eeaebd1101af675c31667686bfc886d3816fc711 100644 --- a/landing/lenses/382900.json +++ b/landing/lenses/382900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB", - "score": 40.14, + "score": 40.18, "assumptions": { "scenarioStress": "moderate" } @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 44점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.60%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.26%). 최근 주가 하락이 반영된 결과", "D/EBITDA 143.9x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -844,14 +844,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -971,10 +971,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1004,7 +1004,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -1017,7 +1017,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,8 +1059,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1070,7 +1070,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1095,7 +1095,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1151,10 +1151,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1170,10 +1170,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383220.json b/landing/lenses/383220.json index 0f9714d75793f4318659efa5583a4597774920b9..5e94d13235a2352cc0c8b6d378e7b40a2dabe8ad 100644 --- a/landing/lenses/383220.json +++ b/landing/lenses/383220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -857,14 +857,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1017,7 +1017,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1030,7 +1030,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1072,8 +1072,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1083,7 +1083,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1108,7 +1108,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1164,10 +1164,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1183,10 +1183,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383310.json b/landing/lenses/383310.json index 9ed1651cd8059e2b363fd3c17ea5e4c673e777ef..81e00cd481f75e3ff029d645050696e0f86c2650 100644 --- a/landing/lenses/383310.json +++ b/landing/lenses/383310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,7 +849,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.4점 하향 (PD 7.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.4점 하향 (PD 6.56%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -864,14 +864,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -991,10 +991,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1037,7 +1037,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1057,8 +1057,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,8 +1079,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1115,7 +1115,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1171,10 +1171,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1190,10 +1190,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1208,10 +1208,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1226,10 +1226,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1240,7 +1240,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1248,7 +1248,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1256,7 +1256,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1272,7 +1272,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383800.json b/landing/lenses/383800.json index ee4ee2272963487d075e6303791a852d25b9dd14..54e2d9ace6b71cfa03322951c3816e22f8255b39 100644 --- a/landing/lenses/383800.json +++ b/landing/lenses/383800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -708,14 +708,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -881,7 +881,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -901,8 +901,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -923,8 +923,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -959,7 +959,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1015,10 +1015,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1034,10 +1034,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1057,7 +1057,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1065,7 +1065,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/383930.json b/landing/lenses/383930.json index e511d43f74953f6add57bcc37572db3ff5e19538..bca18daeafa7021aac406b204afb7083f3c8dd7a 100644 --- a/landing/lenses/383930.json +++ b/landing/lenses/383930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 62점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 73.56%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 78.13%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/384470.json b/landing/lenses/384470.json index be96b1342fa5c91fffa59ad3d093b2e781814ad4..d9fcbd445fceb91d2a3e0d90aec651e0b8e23dac 100644 --- a/landing/lenses/384470.json +++ b/landing/lenses/384470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -895,8 +895,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/386380.json b/landing/lenses/386380.json index 851270b6b26438bfd364e77c80a0137d9bc373e0..86d4537b697369203cda2fc922afd47c8a653f40 100644 --- a/landing/lenses/386380.json +++ b/landing/lenses/386380.json @@ -9,7 +9,939 @@ "quant", "macro" ], - "products": {}, + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-30", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "386380", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/386380" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/386380/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/386380", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/386380/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, "tensions": { "schemaVersion": 1, "items": [], @@ -17,58 +949,29 @@ { "patternId": "fundamentalPriceDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "earningsCashDivergence", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "growthCreditTradeoff", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "industryExecutionCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" }, { "patternId": "macroCompanyCounterforce", "status": "blocked", - "reason": "missingProduct" + "reason": "productNotUsable" } ], "noComposite": true - }, - "statusCounts": {}, - "gaps": [ - { - "engine": "analysis", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "credit", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "industry", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "quant", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - }, - { - "engine": "macro", - "status": "blocked", - "reason": "ConnectTimeout: timed out" - } - ], - "noComposite": true + } } diff --git a/landing/lenses/387570.json b/landing/lenses/387570.json index 416380ed67f581ceb474cc7e04970f753f79b1bf..0dde69b809e647576a26b7980c0c9fc2b99a3679 100644 --- a/landing/lenses/387570.json +++ b/landing/lenses/387570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/387690.json b/landing/lenses/387690.json index 100510396474c8151ff45dc4d00e26b4965e8b34..fedd77481ed78309e722597c491044112e0b48d3 100644 --- a/landing/lenses/387690.json +++ b/landing/lenses/387690.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/388050.json b/landing/lenses/388050.json index b790c3d384718752c25e939915190f9645580326..fb1ab9157cec3de9b43040d5e71dfcee977bbd3c 100644 --- a/landing/lenses/388050.json +++ b/landing/lenses/388050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -570,13 +570,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -695,7 +695,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -856,14 +856,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -983,10 +983,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1029,7 +1029,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1071,8 +1071,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1107,7 +1107,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1163,10 +1163,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1182,10 +1182,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1205,7 +1205,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1393,7 +1393,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1415,7 +1415,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1433,8 +1433,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/388210.json b/landing/lenses/388210.json index 7d9ec250453d9af3ababe55da94e82f303232c7d..3b40955dbe4c5b5ae251bb1e6a51eac0ef271f0b 100644 --- a/landing/lenses/388210.json +++ b/landing/lenses/388210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388610.json b/landing/lenses/388610.json index 80e9877def734af6b84db9926978a55feaaee30a..6136066baa4bf26acafacbac1c4955ecc792d97f 100644 --- a/landing/lenses/388610.json +++ b/landing/lenses/388610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388720.json b/landing/lenses/388720.json index 19ca74216ff479ac72f41cb1ee443ffca81b2169..4630074b5f42623a8d34ac8ac0e9073d58bb73fc 100644 --- a/landing/lenses/388720.json +++ b/landing/lenses/388720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -507,13 +507,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -575,7 +575,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -594,7 +594,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -613,7 +613,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -632,7 +632,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.79%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 14.79%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2022", "period": "2022", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2022", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1091,10 +1091,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1110,10 +1110,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388790.json b/landing/lenses/388790.json index a16b82331442fdaf2345fd3b0757b2863eba99a6..3f4dd9d89e2307c38c97c4a5d0f34706ca30e595 100644 --- a/landing/lenses/388790.json +++ b/landing/lenses/388790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,13 +310,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -378,7 +378,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -397,7 +397,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -416,7 +416,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -435,7 +435,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -575,7 +575,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 43점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.93%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 2.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -590,14 +590,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -749,8 +749,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -769,8 +769,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -789,7 +789,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -857,10 +857,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -876,10 +876,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -899,7 +899,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -907,7 +907,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/388870.json b/landing/lenses/388870.json index 2eff7a7e2dd348f3bc04615fcdd29f12468990d8..df78856b9021bc3db8d1b4cc55b455488796912f 100644 --- a/landing/lenses/388870.json +++ b/landing/lenses/388870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -95,7 +95,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -115,7 +115,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -340,13 +340,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -528,14 +528,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -655,10 +655,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -688,8 +688,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -701,7 +701,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -741,10 +741,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -754,7 +754,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -779,7 +779,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -835,10 +835,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -854,10 +854,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -877,7 +877,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389020.json b/landing/lenses/389020.json index f850a1c19a653079831bd7e937bb09b0331830d0..89d6c5e331deefb3ff3d582140f9298500a11bb7 100644 --- a/landing/lenses/389020.json +++ b/landing/lenses/389020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -504,14 +504,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -663,8 +663,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -683,8 +683,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -703,7 +703,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -771,10 +771,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -790,10 +790,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -817,10 +817,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -839,7 +839,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -855,7 +855,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389030.json b/landing/lenses/389030.json index 5b1f8ba7c16e690e3afafdcb72ad1ddc18db44e0..bfa3e1b7f2b90522ae71c2be69aeabc4f0b83861 100644 --- a/landing/lenses/389030.json +++ b/landing/lenses/389030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -118,7 +118,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -142,7 +142,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -163,7 +163,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -187,7 +187,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -208,7 +208,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -506,13 +506,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -574,7 +574,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -593,7 +593,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -612,7 +612,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -631,7 +631,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,7 +779,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 53.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 74.18%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -794,14 +794,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -921,10 +921,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -954,8 +954,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -967,7 +967,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -987,8 +987,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1007,10 +1007,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1020,7 +1020,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1045,7 +1045,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1101,10 +1101,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1120,10 +1120,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1143,7 +1143,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1151,7 +1151,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389140.json b/landing/lenses/389140.json index d6e92b3d42ce621468d728728a2ec62165bf1222..7b0b5b345c3db469bbf2cb0ec2755579b48b82ff 100644 --- a/landing/lenses/389140.json +++ b/landing/lenses/389140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,7 +771,7 @@ "divergenceExplanation": [ "채무상환능력 축이 67점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.5점 하향 (PD 21.22%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +4.5점 하향 (PD 22.38%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -913,10 +913,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2023", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389260.json b/landing/lenses/389260.json index 308f6ebe505d12f42e99ceca68beb7c277e83ec3..de742a1ecd4a303528e1e01f8d461891ee13fae4 100644 --- a/landing/lenses/389260.json +++ b/landing/lenses/389260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -556,13 +556,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -643,7 +643,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -662,7 +662,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -681,7 +681,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ }, "divergenceExplanation": [ "사업안정성 축이 34점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.61%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 11.91%). 최근 주가 하락이 반영된 결과", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -843,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -970,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1016,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1036,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1058,8 +1058,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1094,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1150,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1169,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1187,10 +1187,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389470.json b/landing/lenses/389470.json index 912bd6dfc6b98765e6b134cc23d2a3a08e390ebb..71518728f4b6812290b6962b0a8bae1f53144548 100644 --- a/landing/lenses/389470.json +++ b/landing/lenses/389470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -939,8 +939,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -979,7 +979,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1047,10 +1047,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1066,10 +1066,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1089,7 +1089,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1097,7 +1097,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389500.json b/landing/lenses/389500.json index 1f72a8228b48355601a28539f6f5b5eadd5c6470..eee5c689dd3b58384c986c622884c2f8dd56d34c 100644 --- a/landing/lenses/389500.json +++ b/landing/lenses/389500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -91,7 +91,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -117,7 +117,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -317,13 +317,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -511,14 +511,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -638,10 +638,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -657,7 +657,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -670,8 +670,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -690,8 +690,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -710,7 +710,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -778,10 +778,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -797,10 +797,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -828,7 +828,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389650.json b/landing/lenses/389650.json index 64f972c39d9f2ff70345f1fd86e2ceda09090359..66da60a756012b3201828cd7a3dfa122a7dfa2a4 100644 --- a/landing/lenses/389650.json +++ b/landing/lenses/389650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/389680.json b/landing/lenses/389680.json index e209848bb738266340782c10d2c96532310d6126..f222f96b2814df9e1a5b2e3a6d34a37adfd735cb 100644 --- a/landing/lenses/389680.json +++ b/landing/lenses/389680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/391710.json b/landing/lenses/391710.json index edcee280931e6a9d4ca1005db6327fffa5728349..dc7f040348d82f0c7b680e98181a704e01c7ff66 100644 --- a/landing/lenses/391710.json +++ b/landing/lenses/391710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -374,7 +374,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -393,7 +393,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -412,7 +412,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -431,7 +431,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -586,14 +586,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -713,10 +713,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -745,8 +745,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -765,8 +765,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -785,7 +785,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -853,10 +853,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -872,10 +872,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -895,7 +895,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -903,7 +903,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393210.json b/landing/lenses/393210.json index 00cd783274faef969246143ae3ec240e70d5db09..080f25d3c3afe79136a28a6bc9f4dac8aae44e50 100644 --- a/landing/lenses/393210.json +++ b/landing/lenses/393210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -762,7 +762,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.72%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.92%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -904,19 +904,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털과 가격 확인", - "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -937,8 +937,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -950,7 +950,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -970,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,17 +983,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "confirmation" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1003,7 +1003,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -1028,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1056,13 +1056,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "inconclusive" + "classification": "reassessment" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1071,7 +1071,7 @@ "expectation", "price" ], - "classification": "confirmation" + "classification": "inconclusive" } }, "macro": { @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393890.json b/landing/lenses/393890.json index c73730058f76c453c17faf5d6765248439af12a8..b0d710b62646b967bef7fde6dcfce58afc98c31d 100644 --- a/landing/lenses/393890.json +++ b/landing/lenses/393890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -497,18 +497,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.06, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.57, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -693,14 +693,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.06, + "score": 48.57, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 52.54, + "score": 49.07, "assumptions": { "scenarioStress": "moderate" } @@ -763,7 +763,6 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 70점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +2.0점 하향 (PD 11.36%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -905,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -951,7 +950,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +970,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +992,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1028,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1104,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1131,10 +1130,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1145,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1153,7 +1152,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1169,7 +1168,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/393970.json b/landing/lenses/393970.json index c3c43ac864afafc2da9ef5f3224d2953075828f1..23562df32fbd999c9da75275e670190bdf1ed507 100644 --- a/landing/lenses/393970.json +++ b/landing/lenses/393970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-06", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -622,7 +622,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-06", "period": null, "status": "derived", @@ -642,7 +642,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-06", "period": null, "status": "observed", @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -767,10 +767,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -785,10 +785,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -807,7 +807,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -815,7 +815,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -831,7 +831,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394280.json b/landing/lenses/394280.json index 87271e277fe5b808c71fd6be3ddf32272e089b7a..f69177059c4a0de3fe122a194726d47dfa16713b 100644 --- a/landing/lenses/394280.json +++ b/landing/lenses/394280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -764,7 +764,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 56.02%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 61.34%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1030,7 +1030,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1086,10 +1086,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1105,10 +1105,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394420.json b/landing/lenses/394420.json index 29cdfbbd6c25f14ed521416eb5367e7981ca3894..ddf49bf59f7373c58075278492aba68a41f80041 100644 --- a/landing/lenses/394420.json +++ b/landing/lenses/394420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/394800.json b/landing/lenses/394800.json index 1ebb9c1f34ef169a57b2873dd816051e91ad0fd0..6ad53a586d247223aa05d2ffc0f121d8c76bdf12 100644 --- a/landing/lenses/394800.json +++ b/landing/lenses/394800.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/395400.json b/landing/lenses/395400.json index 65b9e28578fded2594245123c9bf648114598d27..9b24492ea41d50c821863d55d9686b3051c3994d 100644 --- a/landing/lenses/395400.json +++ b/landing/lenses/395400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -235,14 +235,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -357,10 +357,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -376,8 +376,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -389,8 +389,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -407,10 +407,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -420,7 +420,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -429,7 +429,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -497,10 +497,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -516,10 +516,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -543,10 +543,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -561,10 +561,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -575,7 +575,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -599,7 +599,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -615,7 +615,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396270.json b/landing/lenses/396270.json index 90862522044d2fae767987cb18e9d23fca864106..4c770fcc11b52ec1b91b78588e2b3d298be04912 100644 --- a/landing/lenses/396270.json +++ b/landing/lenses/396270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -306,13 +306,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -501,14 +501,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -628,10 +628,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -660,8 +660,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -700,7 +700,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -768,10 +768,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -787,10 +787,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -805,10 +805,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -823,10 +823,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -837,7 +837,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -853,7 +853,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -869,7 +869,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396300.json b/landing/lenses/396300.json index c400dc69f139a7fd6228173dd46c143514377564..9eaefa71eb36157d2c87ea0c8818f9a508357c7e 100644 --- a/landing/lenses/396300.json +++ b/landing/lenses/396300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -151,7 +151,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -172,7 +172,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -196,7 +196,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -217,7 +217,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -241,7 +241,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -262,7 +262,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -286,7 +286,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -571,13 +571,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -696,7 +696,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -863,14 +863,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1009,7 +1009,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, + "score": 0.5, "direction": "positive", "sourceRef": "price.score" } @@ -1022,8 +1022,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1053,7 +1053,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.5 } ], "evidence": [ @@ -1062,7 +1062,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/396470.json b/landing/lenses/396470.json index 03257ed6170ba96a0eb4bfe00540b2d8dcf48cdb..a9b05b45bd3bb4f61273808c4c3e0b6a4ba0dd9c 100644 --- a/landing/lenses/396470.json +++ b/landing/lenses/396470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 5.84, + "value": 6.12, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -113,7 +113,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -133,7 +133,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -154,7 +154,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -174,7 +174,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -195,7 +195,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -215,7 +215,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -236,7 +236,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -256,7 +256,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -488,7 +488,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 5.84, + "value": 6.12, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -583,7 +583,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -602,7 +602,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -621,7 +621,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -640,7 +640,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -947,7 +947,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -960,7 +960,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1002,8 +1002,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1013,7 +1013,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1038,7 +1038,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1094,10 +1094,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1113,10 +1113,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1136,7 +1136,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1144,7 +1144,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1323,7 +1323,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1345,7 +1345,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1363,15 +1363,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/396690.json b/landing/lenses/396690.json index 80eb2947095913d202649f35600d32b1b5a8c05f..519467276335ca63a0a3706d919898935fd7ebb6 100644 --- a/landing/lenses/396690.json +++ b/landing/lenses/396690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026Q4", "earliestPeriod": "2022", @@ -48,10 +48,10 @@ "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026Q4", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -243,14 +243,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -365,10 +365,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -397,8 +397,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -417,8 +417,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -437,7 +437,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -551,10 +551,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -569,10 +569,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -583,7 +583,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -591,7 +591,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -607,7 +607,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -623,7 +623,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397030.json b/landing/lenses/397030.json index dc5b8f8fa68237ece86f6c36f40b8b124da9c218..389fa2a4a9969210d46de83cd4f917281eb6f1e4 100644 --- a/landing/lenses/397030.json +++ b/landing/lenses/397030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -502,14 +502,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -629,10 +629,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -661,8 +661,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -681,8 +681,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -701,7 +701,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -769,10 +769,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -788,10 +788,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -811,7 +811,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -819,7 +819,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/397810.json b/landing/lenses/397810.json index 43e4f6035f62552be93fb222473639cac207cfae..645d67256a0e98f5373a67cbd1dcea10fa850493 100644 --- a/landing/lenses/397810.json +++ b/landing/lenses/397810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/398120.json b/landing/lenses/398120.json index 461374c6aa7a56e86a03967a255dbf5df530dabd..4c035605cea9ed454c6ec545e4059fce77cb5660 100644 --- a/landing/lenses/398120.json +++ b/landing/lenses/398120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -467,14 +467,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -594,10 +594,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -613,8 +613,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -626,8 +626,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,10 +644,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -657,7 +657,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -666,7 +666,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -753,10 +753,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/399720.json b/landing/lenses/399720.json index 47d8210faf3a16e844ce801d62aca7b6d7ecc0ec..5f031e03ec4221e7727f71fbd1c9d2c374555bac 100644 --- a/landing/lenses/399720.json +++ b/landing/lenses/399720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -558,13 +558,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -626,7 +626,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -645,7 +645,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -664,7 +664,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,7 +683,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/400760.json b/landing/lenses/400760.json index 17b306df5b8b1e787bfb9e16dae2492132b030b7..9d099604c3e20d5c328c3fe2df9beb922cc03d5e 100644 --- a/landing/lenses/400760.json +++ b/landing/lenses/400760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -239,14 +239,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -361,10 +361,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -380,10 +380,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -407,10 +407,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -425,10 +425,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -439,7 +439,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -447,7 +447,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -463,7 +463,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -479,7 +479,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402030.json b/landing/lenses/402030.json index 6d62c8ac59c4d7f8df76fd62e7675c5ba0e148e1..74c985ce5c2fe1be81497cf206ef75b912e7cd27 100644 --- a/landing/lenses/402030.json +++ b/landing/lenses/402030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 58.01%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 66.27%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/402340.json b/landing/lenses/402340.json index c74fdf8897642c5e59c5612abe0ad071ab36601d..395019eb20a9531706be132ef18b76192594cf94 100644 --- a/landing/lenses/402340.json +++ b/landing/lenses/402340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -984,7 +984,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1050,7 +1050,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1390,7 +1390,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1408,15 +1408,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.25 + "value": -0.5 } ], "falsifiers": [ diff --git a/landing/lenses/402490.json b/landing/lenses/402490.json index 2563a01cc62ff77a3c524cfc8a0e972da4f1a5f1..1560b96f692438808d7b31594b003055e8605f60 100644 --- a/landing/lenses/402490.json +++ b/landing/lenses/402490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -549,18 +549,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BB-", - "summary": "dCR 위험점수 43.18, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 43.97, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -744,14 +744,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB-", - "score": 43.18, + "score": 43.97, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB-", - "score": 44.41, + "score": 45.51, "assumptions": { "scenarioStress": "moderate" } @@ -809,7 +809,7 @@ "divergenceExplanation": [ "현금흐름 축이 63점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +4.2점 하향 (PD 24.46%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 30.98%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -824,14 +824,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -951,10 +951,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1039,8 +1039,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1075,7 +1075,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1131,10 +1131,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1150,10 +1150,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1173,7 +1173,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1368,7 +1368,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1390,7 +1390,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1408,8 +1408,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/403360.json b/landing/lenses/403360.json index cfa852e6a93d35e81908b4c14e6fedf2b23d1d87..051c775f0b5cf9576dc4518a0c920f0f7257a2a6 100644 --- a/landing/lenses/403360.json +++ b/landing/lenses/403360.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -319,10 +319,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -338,8 +338,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -351,8 +351,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -369,10 +369,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -382,7 +382,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -391,7 +391,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -459,10 +459,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -478,10 +478,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -501,7 +501,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -509,7 +509,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/403490.json b/landing/lenses/403490.json index ae4dc94a5141b57936432b9bf1f810e2b8d4f4ac..1199713b7e3a8306844c4d88ba6c61678c2f0938 100644 --- a/landing/lenses/403490.json +++ b/landing/lenses/403490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -760,7 +760,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 33.31%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.44%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -775,14 +775,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -902,15 +902,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -935,8 +935,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -948,7 +948,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -968,8 +968,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,17 +981,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1026,7 +1026,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1060,7 +1060,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1069,7 +1069,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1082,10 +1082,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1101,10 +1101,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1128,10 +1128,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -1142,7 +1142,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1150,7 +1150,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1166,7 +1166,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1409,12 +1409,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:3bae7b5267b4", + "target": "403490", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -0.5 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/403550.json b/landing/lenses/403550.json index abc78415077cbad1eddbe18b00444633be090248..a6deccfca8564aa0abefbcce2330c3614e5f3966 100644 --- a/landing/lenses/403550.json +++ b/landing/lenses/403550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -499,13 +499,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -567,7 +567,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -586,7 +586,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -605,7 +605,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -624,7 +624,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -779,14 +779,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -906,10 +906,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1076,10 +1076,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1095,10 +1095,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1118,7 +1118,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403850.json b/landing/lenses/403850.json index 7c6296eaba4116ec85483f805e0006608973f2a0..faa3746e1b05a570be8a29ef4240efeb93182d6c 100644 --- a/landing/lenses/403850.json +++ b/landing/lenses/403850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/403870.json b/landing/lenses/403870.json index 9b1381cce0752461014c6129fba7c46cf97f6488..e880bc6f2e82256d39ee74aadafd0b77f854cf2c 100644 --- a/landing/lenses/403870.json +++ b/landing/lenses/403870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -733,7 +733,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -777,7 +777,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -900,10 +900,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -914,7 +914,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -938,7 +938,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/404990.json b/landing/lenses/404990.json index 7cd8b537cb8a85b4fed5677a4b40c7a031b87c35..34652aad8cd974faca7fc6ccbd5ce25cef23a73c 100644 --- a/landing/lenses/404990.json +++ b/landing/lenses/404990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2022", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -237,14 +237,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -359,10 +359,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -378,10 +378,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -405,10 +405,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -423,10 +423,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -437,7 +437,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -445,7 +445,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -461,7 +461,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -477,7 +477,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405000.json b/landing/lenses/405000.json index 2228af42ee52105795c01cae17efe3001bf874bc..34d3896f98f0c58a9dd9433a7d5c3edabaf6dfd1 100644 --- a/landing/lenses/405000.json +++ b/landing/lenses/405000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,7 +765,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 342.48%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 342.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1317,7 +1317,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1339,7 +1339,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1357,8 +1357,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/405100.json b/landing/lenses/405100.json index fe406f0e38bdcbbb3a9a7553679d439e2dacbb97..1a031a3114f8066952210f0846fac09c5e60fb36 100644 --- a/landing/lenses/405100.json +++ b/landing/lenses/405100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1000,8 +1000,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1053,10 +1053,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/405920.json b/landing/lenses/405920.json index 374cacc605df84ff7e3c19a9d9a1043a9e3e1ee6..94625e6d656de455dda4215fbc0a39e2c048c89a 100644 --- a/landing/lenses/405920.json +++ b/landing/lenses/405920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 48점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.04%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.65%). 최근 주가 하락이 반영된 결과", "D/EBITDA 35.2x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -768,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,19 +895,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -928,8 +928,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -941,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -961,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,17 +974,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -994,7 +994,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1019,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1053,7 +1053,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1062,7 +1062,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1075,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1094,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1351,12 +1351,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:26c1a8250ba7", + "target": "405920", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-01", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-01", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 0.253 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/406820.json b/landing/lenses/406820.json index 1b94301233025b4940b1c1dab69d6fbcbd7c9052..95fc0e1281e5c38de809f82c1718d8226efa31df 100644 --- a/landing/lenses/406820.json +++ b/landing/lenses/406820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -750,7 +750,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 47점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 59.10%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 69.30%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/407400.json b/landing/lenses/407400.json index 174c9f16690c8b683e91db0735cde0442f5aac17..722ce4069b7234715cf926bcc4af2d24908e194d 100644 --- a/landing/lenses/407400.json +++ b/landing/lenses/407400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,18 +500,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BB+", - "summary": "dCR 위험점수 35.27, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 33.02, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -568,7 +568,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -587,7 +587,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -606,7 +606,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,7 +625,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -696,14 +696,14 @@ "id": "base", "label": "기준", "grade": "dCR-BB+", - "score": 35.27, + "score": 33.02, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BB+", - "score": 36.29, + "score": 34.04, "assumptions": { "scenarioStress": "moderate" } @@ -780,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -907,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -995,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1006,7 +1006,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1031,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1087,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1106,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408470.json b/landing/lenses/408470.json index 5bf87f30daf9d4b95c3dfd0a30cb1fa8200dd4fe..c0d4ac0907e53d4de2825413e47e6efd49b008bf 100644 --- a/landing/lenses/408470.json +++ b/landing/lenses/408470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -345,14 +345,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -472,10 +472,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -504,8 +504,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -524,8 +524,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -544,7 +544,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -612,10 +612,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -631,10 +631,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -654,7 +654,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -662,7 +662,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408900.json b/landing/lenses/408900.json index 24eeb89c817f415b707a8484a7efbb1737c1dd8e..c1d904b2085d9eb757118ab9ccd0003c9fa98b1b 100644 --- a/landing/lenses/408900.json +++ b/landing/lenses/408900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -500,13 +500,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -869,7 +869,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -911,8 +911,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -947,7 +947,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1003,10 +1003,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1022,10 +1022,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1045,7 +1045,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1053,7 +1053,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/408920.json b/landing/lenses/408920.json index 767c763e0dc22723b2ead4d723e54be9ecf52fc3..7c6520183a1cb3517d75ff9488d2ef73c895ceac 100644 --- a/landing/lenses/408920.json +++ b/landing/lenses/408920.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1377,7 +1377,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1399,7 +1399,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1417,8 +1417,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/411080.json b/landing/lenses/411080.json index 8e780f125ac6f17249b9d47b466dad5055d2a196..a1c662f9c8be2d10afb6c950a3ae442280808284 100644 --- a/landing/lenses/411080.json +++ b/landing/lenses/411080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -431,18 +431,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.34, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-A-", + "summary": "dCR 위험점수 21.34, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -625,15 +625,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB+", - "score": 23.34, + "grade": "dCR-A-", + "score": 21.34, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB+", - "score": 23.35, + "grade": "dCR-A-", + "score": 21.35, "assumptions": { "scenarioStress": "moderate" } @@ -692,7 +692,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.15, + "pdEstimate": 0.08, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -702,7 +702,7 @@ "divergenceExplanation": [ "채무상환능력 축이 48점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.18%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.01%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -717,14 +717,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -844,10 +844,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -863,8 +863,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -876,8 +876,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -894,10 +894,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -907,7 +907,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -916,7 +916,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -984,10 +984,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1003,10 +1003,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1026,7 +1026,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1034,7 +1034,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412350.json b/landing/lenses/412350.json index 697e757696650832eb04588bf9d2aba4f8847b68..5bcc4b74237b426f9f18b9ccfc215b83a67393e6 100644 --- a/landing/lenses/412350.json +++ b/landing/lenses/412350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -497,13 +497,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -565,7 +565,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/412540.json b/landing/lenses/412540.json index 92f135db4d9b54828c792989f3da62f21f2bc6b4..f99c13a3460b1b58153e00bed7b20a59975b44bb 100644 --- a/landing/lenses/412540.json +++ b/landing/lenses/412540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,7 +760,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2025", "status": "derived", @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413390.json b/landing/lenses/413390.json index 99643124813a5d8f296323c4ff8caeaaf4f74d6e..2b03d82a1909e779865be6957726e8a7ba6623d3 100644 --- a/landing/lenses/413390.json +++ b/landing/lenses/413390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413630.json b/landing/lenses/413630.json index c893707f15f778d0f292c924bbc0a09979f73499..a7b445d2e381de63247d4c8c7e22f2b62ab1a9ec 100644 --- a/landing/lenses/413630.json +++ b/landing/lenses/413630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/413640.json b/landing/lenses/413640.json index 4be60819e24c36cd0216ac9e589e58c39338e9c0..921efc0695325671cbe1c33eb4f56432e70e01f0 100644 --- a/landing/lenses/413640.json +++ b/landing/lenses/413640.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415380.json b/landing/lenses/415380.json index b038d6679926e0ecb9809526d644d07f65e9f85c..3f44dcfc0331ca0e387f28ffb7c13fad10fe3a85 100644 --- a/landing/lenses/415380.json +++ b/landing/lenses/415380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/415640.json b/landing/lenses/415640.json index 83deddc47189c759ba6efd6bc4729b31c3699816..563b839fc6097c4dabbd01eda14bcf0ae4707884 100644 --- a/landing/lenses/415640.json +++ b/landing/lenses/415640.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/416180.json b/landing/lenses/416180.json index a011e3fcc2cf55df404f1b023257664f3eb2e1d5..0d19f5b0574d5d8b0ef22db3de24c95cb3b8f3bf 100644 --- a/landing/lenses/416180.json +++ b/landing/lenses/416180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 73점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.87%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 29.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -833,14 +833,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -960,10 +960,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1006,7 +1006,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1026,8 +1026,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1048,8 +1048,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1084,7 +1084,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1140,10 +1140,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1159,10 +1159,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1182,7 +1182,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417010.json b/landing/lenses/417010.json index 3025910c850e0e318b623487a49b695f97519caa..3bd55e4ddb4c75bf789661e5031bbc4465fe2f3f 100644 --- a/landing/lenses/417010.json +++ b/landing/lenses/417010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -498,18 +498,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-B+", - "summary": "dCR 위험점수 52.46, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "summary": "dCR 위험점수 48.99, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -694,14 +694,14 @@ "id": "base", "label": "기준", "grade": "dCR-B+", - "score": 52.46, + "score": 48.99, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-B+", - "score": 53.09, + "score": 49.66, "assumptions": { "scenarioStress": "moderate" } @@ -765,7 +765,6 @@ "divergenceExplanation": [ "채무상환능력 축이 90점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 10.50%). 최근 주가 하락이 반영된 결과", "D/EBITDA 104.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -781,14 +780,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -908,10 +907,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -954,7 +953,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -974,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -996,8 +995,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1032,7 +1031,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1088,10 +1087,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1107,10 +1106,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,10 +1124,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1143,10 +1142,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1157,7 +1156,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1164,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1173,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1189,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417030.json b/landing/lenses/417030.json index b575ddaa17c3056b8d97a6a802357676f76d37f7..55b090d6e3cf651451738d833bba5bda46324f79 100644 --- a/landing/lenses/417030.json +++ b/landing/lenses/417030.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/417180.json b/landing/lenses/417180.json index 4eb75da8423b045cec339b37c59a36f23902e9a8..40b8e7849cded70bff5eda81fdf03cfaf2a0950e 100644 --- a/landing/lenses/417180.json +++ b/landing/lenses/417180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -587,14 +587,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -714,10 +714,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -786,7 +786,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -854,10 +854,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -873,10 +873,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -896,7 +896,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -904,7 +904,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417200.json b/landing/lenses/417200.json index 9dadb81f1e77022542bd6c20fe653ad9d6e43518..3886d26f5af6f9b415a50d9d2fd9fb610cc503b8 100644 --- a/landing/lenses/417200.json +++ b/landing/lenses/417200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { "label": "dCR-BBB-", - "summary": "dCR 위험점수 33.69, 전망 부정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 35.94, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,14 +687,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB-", - "score": 33.69, + "score": 35.94, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB-", - "score": 33.79, + "score": 36.04, "assumptions": { "scenarioStress": "moderate" } @@ -772,14 +772,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -899,19 +899,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -932,8 +932,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -945,7 +945,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -965,8 +965,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,17 +978,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -998,7 +998,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1023,7 +1023,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1057,7 +1057,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1066,7 +1066,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1079,10 +1079,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1098,10 +1098,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1121,7 +1121,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1129,7 +1129,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417500.json b/landing/lenses/417500.json index f946b2023954b6277ff6cea7c220193b9e1894ff..08cade2eb714fe4bc42272f35a4bbe3b49ceac5a 100644 --- a/landing/lenses/417500.json +++ b/landing/lenses/417500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -827,7 +827,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.16%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.5점 하향 (PD 1.10%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -842,14 +842,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +969,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1002,8 +1002,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1015,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1055,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1068,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1093,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1149,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1168,10 +1168,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1209,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1217,7 +1217,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1233,7 +1233,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417790.json b/landing/lenses/417790.json index 34906c3467010211ed275d33fdee465d011b8f29..ccdc80b47ad96c368ba4cf6746ebe28ff707a93e 100644 --- a/landing/lenses/417790.json +++ b/landing/lenses/417790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -719,8 +719,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,10 +750,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417840.json b/landing/lenses/417840.json index f54291c8d1addd1a6c9a0063bc851060d9e3f4b7..29dff1849d3a9b1fdf7cb048f4fa0362e95ec472 100644 --- a/landing/lenses/417840.json +++ b/landing/lenses/417840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -849,14 +849,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -976,10 +976,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1022,7 +1022,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1042,8 +1042,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,8 +1064,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1100,7 +1100,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1156,10 +1156,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1175,10 +1175,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1386,7 +1386,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1408,7 +1408,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1426,8 +1426,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/417860.json b/landing/lenses/417860.json index f65864d23a9a670a8a6753147fb2df5533387972..7f631e45e0daaccac920ebf6bcfe07ec3cf62713 100644 --- a/landing/lenses/417860.json +++ b/landing/lenses/417860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -588,14 +588,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -715,10 +715,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -734,7 +734,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -747,8 +747,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -767,8 +767,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -778,7 +778,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -787,7 +787,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -855,10 +855,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -874,10 +874,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -897,7 +897,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -905,7 +905,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/417970.json b/landing/lenses/417970.json index a0cf8261acd1da83583f2e4cc4e024acad8c3806..05853e2ac2768d00af9e105758833fabb6886360 100644 --- a/landing/lenses/417970.json +++ b/landing/lenses/417970.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -559,13 +559,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -825,7 +825,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 32점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.9점 하향 (PD 1.96%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.9점 하향 (PD 2.14%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -840,14 +840,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -967,10 +967,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1000,7 +1000,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1013,7 +1013,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1033,8 +1033,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,8 +1055,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1066,7 +1066,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1091,7 +1091,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1147,10 +1147,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1166,10 +1166,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418250.json b/landing/lenses/418250.json index a8ec9a3ba0468b17b5ced33a9ae1dfb50091e8b3..1953064f2d8cb5551bf3d5c030a0bc1c5a94f9a9 100644 --- a/landing/lenses/418250.json +++ b/landing/lenses/418250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -555,14 +555,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -682,10 +682,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": null, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -770,10 +770,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -789,10 +789,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -812,7 +812,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -820,7 +820,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418420.json b/landing/lenses/418420.json index 98888aae13868b0ef563cd71122b723fa338dc88..8abd00b7bcd251e486ee68704e8dd7edac15a4f9 100644 --- a/landing/lenses/418420.json +++ b/landing/lenses/418420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -308,13 +308,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -376,7 +376,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -395,7 +395,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -414,7 +414,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -433,7 +433,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -574,7 +574,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 128.34%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 123.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -589,14 +589,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -748,8 +748,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -768,8 +768,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -788,7 +788,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -856,10 +856,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -875,10 +875,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -898,7 +898,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418470.json b/landing/lenses/418470.json index c329cd3c4d8fe386a8d84aab968a9464c6266498..9ec031c51cd278389bbb64f59da4c2e4d33c4f69 100644 --- a/landing/lenses/418470.json +++ b/landing/lenses/418470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -713,7 +713,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -726,8 +726,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -746,8 +746,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -757,7 +757,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -766,7 +766,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -834,10 +834,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -853,10 +853,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,10 +880,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -898,10 +898,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -912,7 +912,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -920,7 +920,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -952,7 +952,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418550.json b/landing/lenses/418550.json index 471f20cc98a2c292fc77b625ae486919956e173a..ed338d1ca76e97e0005472f1c9248f9ca8cc9aa8 100644 --- a/landing/lenses/418550.json +++ b/landing/lenses/418550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -772,8 +772,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/418620.json b/landing/lenses/418620.json index b32c41a8cdf94810877723fd61da3761c9619230..8b00a689b8ce141c0723bde8dca51e2197f03593 100644 --- a/landing/lenses/418620.json +++ b/landing/lenses/418620.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 664.44%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 713.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,7 +959,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": "2025", "status": "derived", @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": "2025", "status": "observed", @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419050.json b/landing/lenses/419050.json index 25e253483ab1e7136497cb2800143c983a2dfd69..afbe09642b9fdb6f03b5fa515570116bee1f696f 100644 --- a/landing/lenses/419050.json +++ b/landing/lenses/419050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -562,18 +562,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 39.81, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 43.82, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -757,15 +757,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 39.81, + "grade": "dCR-BB+", + "score": 43.82, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 40.22, + "grade": "dCR-BB+", + "score": 44.21, "assumptions": { "scenarioStress": "moderate" } @@ -824,7 +824,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": { "totalNotch": 2, "reasons": [ @@ -835,6 +835,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +4.0점 하향 (PD 11.52%). 최근 주가 하락이 반영된 결과", "D/EBITDA 20.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -851,14 +852,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -978,10 +979,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1011,8 +1012,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1024,7 +1025,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1045,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1064,10 +1065,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1077,7 +1078,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1102,7 +1103,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1159,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1177,10 +1178,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1200,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1208,7 +1209,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419080.json b/landing/lenses/419080.json index d9804095ad11850662f35676a8c87863613b7708..34d04b02fa426dae4f0a10ed601e18a003f48b21 100644 --- a/landing/lenses/419080.json +++ b/landing/lenses/419080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -106,7 +106,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -128,7 +128,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -149,7 +149,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -431,13 +431,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -499,7 +499,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -518,7 +518,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -537,7 +537,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -556,7 +556,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -711,14 +711,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -870,8 +870,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -890,8 +890,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -910,7 +910,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -997,10 +997,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1020,7 +1020,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1028,7 +1028,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419120.json b/landing/lenses/419120.json index 2075c1eff18daff7aadee3c6a2ef45be737d6deb..94367a688e104f0e937ef4416034de86694c0af1 100644 --- a/landing/lenses/419120.json +++ b/landing/lenses/419120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -560,13 +560,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -839,14 +839,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -966,10 +966,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,7 +1012,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1032,8 +1032,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1054,8 +1054,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1090,7 +1090,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1146,10 +1146,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1165,10 +1165,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1196,7 +1196,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/419530.json b/landing/lenses/419530.json index d33cf3c9f251ec5f28e8ddbeea5d4a5a4d91c4e0..da0b026288b3472936193f7c0fa0d65376be8b6a 100644 --- a/landing/lenses/419530.json +++ b/landing/lenses/419530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -116,7 +116,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -138,7 +138,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -159,7 +159,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -181,7 +181,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -202,7 +202,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -224,7 +224,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -498,13 +498,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -566,7 +566,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -585,7 +585,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -604,7 +604,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -623,7 +623,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,7 +763,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +5.0점 하향 (PD 19.54%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 20.96%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -778,14 +778,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -905,10 +905,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -951,7 +951,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -971,8 +971,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -993,8 +993,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1029,7 +1029,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1085,10 +1085,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1104,10 +1104,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1127,7 +1127,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1135,7 +1135,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1315,7 +1315,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1337,7 +1337,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1355,8 +1355,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/419540.json b/landing/lenses/419540.json index 052cad100ad818ca115bf820b3d3cbcbac14d3a4..40ab3b3f8b16d75be3b08392a20fbe94cc76fa6e 100644 --- a/landing/lenses/419540.json +++ b/landing/lenses/419540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -440,14 +440,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -567,10 +567,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -599,8 +599,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -707,10 +707,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -726,10 +726,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -757,7 +757,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420570.json b/landing/lenses/420570.json index c7890ab2bf99389d3e686e5aa974f768259371bd..a112f1c8c41e787ac1803b5b438ccb02e14345ff 100644 --- a/landing/lenses/420570.json +++ b/landing/lenses/420570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -949,10 +949,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -982,7 +982,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,8 +1037,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1171,7 +1171,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/420610.json b/landing/lenses/420610.json new file mode 100644 index 0000000000000000000000000000000000000000..bb50aab7058ff4bbb793c96bcc1433e579dd21be --- /dev/null +++ b/landing/lenses/420610.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "420610", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "420610", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-02" + }, + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "420610", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-02" + }, + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "420610", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-11-02", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "420610", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-02" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/420610" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/420610/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/420610", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/420610/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/420770.json b/landing/lenses/420770.json index 526c988767e691e0f1d3ec0bccb806513138023e..6d5b244c0368c00d4d98b68df2037bce7d331986 100644 --- a/landing/lenses/420770.json +++ b/landing/lenses/420770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424760.json b/landing/lenses/424760.json index 40606bcc06226fd00a83edca4245e2dbf64d7319..ba0289bbfb8a368f6f9695e8acc8d1bcb21a3262 100644 --- a/landing/lenses/424760.json +++ b/landing/lenses/424760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -396,13 +396,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -719,7 +719,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -732,8 +732,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -763,7 +763,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -772,7 +772,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -840,10 +840,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -859,10 +859,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -882,7 +882,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424870.json b/landing/lenses/424870.json index fc3c2939cf1686eb73201530a0c2c80cd380512b..2ccf2788c8eac70214bd4105f915b31006ddd8dd 100644 --- a/landing/lenses/424870.json +++ b/landing/lenses/424870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424960.json b/landing/lenses/424960.json index f42a5d68d270ac779c8190a403e8dfafdd880a1a..3de9bce68689abb9108433d4ef86135a297e3611 100644 --- a/landing/lenses/424960.json +++ b/landing/lenses/424960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 66점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +3.7점 하향 (PD 25.55%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.7점 하향 (PD 28.97%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -979,10 +979,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/424980.json b/landing/lenses/424980.json index 077ba5daa647e362e641b178f6ab56e185d77068..be9f2f582b565f7cbacd766b707a073bb4b85d36 100644 --- a/landing/lenses/424980.json +++ b/landing/lenses/424980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -397,13 +397,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -574,14 +574,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -701,10 +701,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -720,8 +720,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -733,8 +733,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,10 +751,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -764,7 +764,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -773,7 +773,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -841,10 +841,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -860,10 +860,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -887,10 +887,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -909,7 +909,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -925,7 +925,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425040.json b/landing/lenses/425040.json index 63d140159b86bbba34613b238fb125fa79b0e75a..92c80e8e40ec5c8c9f6b00b50e6f915be24f2cb7 100644 --- a/landing/lenses/425040.json +++ b/landing/lenses/425040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 14.70, 전망 부정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-A", + "summary": "dCR 위험점수 17.25, 전망 부정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,15 +755,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 14.7, + "grade": "dCR-A", + "score": 17.25, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-A+", - "score": 15.54, + "grade": "dCR-A", + "score": 18.13, "assumptions": { "scenarioStress": "moderate" } @@ -822,7 +822,7 @@ "weightCoverage": 95.0 }, "eCR": "eCR-4", - "pdEstimate": 0.04, + "pdEstimate": 0.06, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -832,6 +832,7 @@ "divergenceExplanation": [ "유동성 축이 34점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 1.35%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -846,14 +847,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -973,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1006,8 +1007,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -1019,7 +1020,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1040,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1059,10 +1060,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1073,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1097,7 +1098,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1153,10 +1154,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1172,10 +1173,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1200,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1238,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/425420.json b/landing/lenses/425420.json index de67b204aa6ef88d88a4ba8b57418ebda6b354f6..5cf5dd9b3cdc4287bd018f4262a2b81fd79264ca 100644 --- a/landing/lenses/425420.json +++ b/landing/lenses/425420.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -560,18 +560,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-A+", - "summary": "dCR 위험점수 10.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-AA-", + "summary": "dCR 위험점수 9.26, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -628,7 +628,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -647,7 +647,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -666,7 +666,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,7 +685,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -755,15 +755,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-A+", - "score": 10.26, + "grade": "dCR-AA-", + "score": 9.26, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-A+", - "score": 12.26, + "score": 10.01, "assumptions": { "scenarioStress": "moderate" } @@ -779,6 +779,11 @@ "id": "weakAxisDeterioration", "condition": "사업안정성 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.사업안정성" + }, + { + "id": "stressDowngrade", + "condition": "중간 하방 스트레스에서 dCR-A+로 하락하는 경로가 현실화될 때", + "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -822,14 +827,8 @@ "weightCoverage": 95.0 }, "eCR": "eCR-2", - "pdEstimate": 0.04, - "notchAdjustment": { - "totalNotch": 1, - "reasons": [ - "CAPEX집약 OCF양수 (투자 사이클)" - ], - "monotonicGate": "A+" - }, + "pdEstimate": 0.03, + "notchAdjustment": null, "divergenceExplanation": [ "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -846,14 +845,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -973,10 +972,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1006,7 +1005,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -1019,7 +1018,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1039,8 +1038,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1061,8 +1060,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1072,7 +1071,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -1097,7 +1096,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1153,10 +1152,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1172,10 +1171,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1199,10 +1198,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1213,7 +1212,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1221,7 +1220,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1237,7 +1236,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/429270.json b/landing/lenses/429270.json index 94e1859540aea1dc33b799f7f59c6af84f6bf5d8..0d68bbd7edc4dfd6acb8574b1f6c745852c7a7b6 100644 --- a/landing/lenses/429270.json +++ b/landing/lenses/429270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -326,13 +326,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -487,14 +487,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -614,10 +614,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -633,7 +633,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -646,8 +646,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -666,8 +666,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -677,7 +677,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -686,7 +686,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -754,10 +754,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -773,10 +773,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -800,10 +800,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -814,7 +814,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -822,7 +822,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -838,7 +838,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/430690.json b/landing/lenses/430690.json index 6ea6b05dad1faede8fbf121cfa8bdeac007ca10a..753e4bcb32399b8630c6e13a38e1c7aeb301999c 100644 --- a/landing/lenses/430690.json +++ b/landing/lenses/430690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 79점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +2.5점 하향 (PD 12.11%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +2.5점 하향 (PD 11.71%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,19 +893,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -926,8 +926,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -972,17 +972,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1051,7 +1051,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1060,7 +1060,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1115,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/431190.json b/landing/lenses/431190.json index 4d555b0af8ab7376515e7144c89284c3a147f814..2469836410fabff64c14de2338f3ddb78204af39 100644 --- a/landing/lenses/431190.json +++ b/landing/lenses/431190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -302,13 +302,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -370,7 +370,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -389,7 +389,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -408,7 +408,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -427,7 +427,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -561,7 +561,7 @@ "divergenceExplanation": [ "현금흐름 축이 33점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 13.57%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.31%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -576,14 +576,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -775,7 +775,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -843,10 +843,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -862,10 +862,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -885,7 +885,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432430.json b/landing/lenses/432430.json index f404ea877174d110e1bf7d3488308f78cb768aae..6ba2fc74541c61e352b9ee2b07f79fa4a277424b 100644 --- a/landing/lenses/432430.json +++ b/landing/lenses/432430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -681,14 +681,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -808,10 +808,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -854,7 +854,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -874,8 +874,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -896,8 +896,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -932,7 +932,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -988,10 +988,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1007,10 +1007,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1030,7 +1030,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1038,7 +1038,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432470.json b/landing/lenses/432470.json index 4f5d9d67a43f271411ff53851315f3b3e039a98a..de29be8deaddb21e027e85f6115094baebb2d774 100644 --- a/landing/lenses/432470.json +++ b/landing/lenses/432470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 12.46%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -927,7 +927,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -940,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -993,7 +993,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1018,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432720.json b/landing/lenses/432720.json index de6c60a5e314a8b126f76b4c6dc142dfd4a05ca1..fc1d46a53a251695056fe5e7312fcb932c15b308 100644 --- a/landing/lenses/432720.json +++ b/landing/lenses/432720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -417,14 +417,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -544,10 +544,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,8 +596,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -616,7 +616,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -684,10 +684,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -703,10 +703,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -730,10 +730,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -744,7 +744,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -768,7 +768,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/432980.json b/landing/lenses/432980.json index ff075568f10286dc9becc517cddc8a259f00a9cd..c41418d107109defe23988ec8d3300bef8621b8f 100644 --- a/landing/lenses/432980.json +++ b/landing/lenses/432980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/434480.json b/landing/lenses/434480.json index 7b2cced3fa1b67345dddefefaf9f0c05e5cf931c..f3ef5cf92c659a683c0208a38f6075553948b27d 100644 --- a/landing/lenses/434480.json +++ b/landing/lenses/434480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -756,7 +756,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 31점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.84%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 3.64%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -898,10 +898,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -986,8 +986,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/435570.json b/landing/lenses/435570.json index 665607bab84eccbde7d2a54f50d364781c03c3c0..92260694366685e648d2cf7da33540aaaf4cc488 100644 --- a/landing/lenses/435570.json +++ b/landing/lenses/435570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -449,14 +449,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -576,10 +576,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -608,8 +608,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -648,7 +648,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -716,10 +716,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -735,10 +735,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,10 +762,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -776,7 +776,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -784,7 +784,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -800,7 +800,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/437730.json b/landing/lenses/437730.json index 2aece524deb9f9333b0baf84d7f983747581ccc2..2e25c65e53515b153bffdb8a117d4102bce212ac 100644 --- a/landing/lenses/437730.json +++ b/landing/lenses/437730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,18 +551,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "dCR-BBB", - "summary": "dCR 위험점수 30.91, 전망 부정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BBB-", + "summary": "dCR 위험점수 34.30, 전망 부정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -745,15 +745,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB", - "score": 30.91, + "grade": "dCR-BBB-", + "score": 34.3, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB", - "score": 31.36, + "grade": "dCR-BBB-", + "score": 34.83, "assumptions": { "scenarioStress": "moderate" } @@ -806,7 +806,7 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.25, + "pdEstimate": 0.4, "notchAdjustment": { "totalNotch": 1, "reasons": [ @@ -816,7 +816,7 @@ "divergenceExplanation": [ "채무상환능력 축이 71점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.6점 하향 (PD 7.43%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.44%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.1x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -832,14 +832,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -959,19 +959,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -992,8 +992,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1005,7 +1005,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1025,8 +1025,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,17 +1038,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1058,7 +1058,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1083,7 +1083,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1117,7 +1117,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1126,7 +1126,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1139,10 +1139,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1158,10 +1158,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1190,7 +1190,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1198,7 +1198,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/438700.json b/landing/lenses/438700.json index 04f76dc6668ceb5f5dd9ab85c98099021e3605d2..eabcfc355c9672050b83e36c4b1817cd1b490b3d 100644 --- a/landing/lenses/438700.json +++ b/landing/lenses/438700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -752,7 +752,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.92%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 31.21%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -926,8 +926,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -946,8 +946,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -966,7 +966,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1034,10 +1034,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1053,10 +1053,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1084,7 +1084,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439090.json b/landing/lenses/439090.json index e42b67f7a388ec5a2eda9690e35e67aae28a823b..b19872c16714b5e0d9bbc0317d8bcb0bfe77c8bb 100644 --- a/landing/lenses/439090.json +++ b/landing/lenses/439090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -983,7 +983,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439260.json b/landing/lenses/439260.json index 3f9219a31355202b1a7b393cd026131ff4425781..3df05546d9d736d45ec6162d0e47b37b9f5e7ed0 100644 --- a/landing/lenses/439260.json +++ b/landing/lenses/439260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/439270.json b/landing/lenses/439270.json new file mode 100644 index 0000000000000000000000000000000000000000..83c452dcdbbb5987bce9c76907e1e4e32f526a53 --- /dev/null +++ b/landing/lenses/439270.json @@ -0,0 +1,977 @@ +{ + "schemaVersion": 1, + "target": "439270", + "market": "KR", + "engines": [ + "analysis", + "credit", + "industry", + "quant", + "macro" + ], + "products": { + "analysis": { + "schemaVersion": 1, + "identity": { + "target": "439270", + "market": "KR", + "engine": "analysis", + "axis": "종합평가", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "latestPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "판단 보류", + "summary": "대표 판단을 만들 직접 재무 근거가 없어 결론을 차단했습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "requiredDomainCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags" + } + ], + "scenarios": [], + "falsifiers": [], + "payload": { + "blockRefs": [ + "scorecard", + "piotroski", + "summaryFlags", + "representative" + ], + "coverage": { + "requiredDomains": [ + "earnings", + "cash", + "resilience", + "quality" + ], + "observedRequiredDomains": 0, + "domainCoverage": { + "earnings": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "cash": { + "status": "missing", + "observed": 0, + "expected": 1 + }, + "resilience": { + "status": "missing", + "observed": 0, + "expected": 2 + }, + "quality": { + "status": "missing", + "observed": 0, + "expected": 1 + } + }, + "observedComponents": 0, + "totalComponents": 6, + "components": [ + { + "id": "earnings.marginTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.marginTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "earnings.growthTrend", + "domain": "earnings", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.earnings.growthTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "cash.cashQuality", + "domain": "cash", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.cash.cashQuality", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.leverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "resilience.coverageTrend", + "domain": "resilience", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + }, + { + "id": "quality.earningsQualityFlags", + "domain": "quality", + "required": true, + "status": "missing", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "reason": "계산이 완료되지 않았습니다 (ValueError)." + } + ] + }, + "assessment": { + "label": "판단 보류", + "summary": "0개 핵심 지표를 직접 비교한 결과 판단 보류입니다.", + "score": null, + "drivers": [], + "positiveDrivers": [], + "negativeDrivers": [] + } + } + }, + "industry": { + "schemaVersion": 1, + "identity": { + "target": "439270", + "market": "KR", + "engine": "industry", + "axis": "회사위치", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": { + "mappingUpdatedAt": null, + "financialPeriod": null, + "retrievedAt": "2026-11-01" + }, + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "blocked", + "conclusion": { + "label": "산업 위치 판단 불가", + "summary": "산업 가치사슬의 primary 위치 매핑이 없습니다." + }, + "confidence": { + "level": "blocked", + "score": 0.0, + "method": "mappingConfidenceAndBlockCoverage" + }, + "drivers": [], + "claims": [], + "evidence": [], + "assumptions": [], + "gaps": [ + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy" + } + ], + "scenarios": [], + "falsifiers": [ + { + "id": "positionRemap", + "condition": "primary 산업 노드의 stage 또는 source가 변경되면 가치사슬 결론을 다시 평가합니다.", + "sourceRef": "stage" + } + ], + "payload": { + "blockRefs": [ + "industry", + "stage", + "sectorMetrics", + "sectorCycle", + "profitPool", + "relationships", + "concentration" + ], + "coverage": { + "observedBlocks": 0, + "totalBlocks": 6, + "blocks": { + "position": false, + "sectorMetrics": false, + "sectorCycle": false, + "profitPool": false, + "relationships": false, + "concentration": false + } + }, + "peerCount": 0, + "relationshipCoverage": { + "count": null, + "evidenceCoverage": null, + "amountCoverage": null, + "ratioCoverage": null + } + } + }, + "quant": { + "schemaVersion": 1, + "identity": { + "target": "439270", + "market": "KR", + "engine": "quant", + "axis": "괴리", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + }, + "confidence": { + "level": "low", + "score": 34.7, + "method": "threeBlockCoverageAndSignalClarity" + }, + "drivers": [ + { + "id": "price", + "label": "가격 반응", + "score": 0.0, + "direction": "neutral", + "sourceRef": "price.score" + } + ], + "claims": [ + { + "id": "quant.fundamentalPriceRelation", + "label": "펀더멘털과 가격의 관계", + "comparisonKey": "fundamentalPriceRelation", + "basis": "marketBehavior", + "direction": "unknown", + "horizon": "latestDecision", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "derived", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "relation": "inconclusive" + }, + { + "id": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "neutral", + "horizon": "currentMarket", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "falsifierRefs": [ + "classificationBreak" + ], + "value": 0.0 + } + ], + "evidence": [ + { + "id": "quant.price", + "kind": "marketReaction", + "sourceRef": "dartlab://quant/verdict", + "status": "derived", + "observedAt": "2026-10-30", + "detail": "괴리 판정의 price 입력" + } + ], + "assumptions": [ + { + "id": "expectationMethod", + "value": "crossSectionalEarningsSurpriseProxy", + "reason": "실제 컨센서스가 없으므로 시장 내 상대 서프라이즈를 제한된 기대 프록시로 사용합니다." + } + ], + "gaps": [ + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "scenarios": [ + { + "id": "confirmation", + "condition": "다음 공시 이익과 가격 반응이 현재 펀더멘털 방향을 확인", + "classification": "confirmation" + }, + { + "id": "reversal", + "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", + "classification": "reassessment" + } + ], + "falsifiers": [ + { + "id": "classificationBreak", + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + } + ], + "payload": { + "blockRefs": [ + "fundamental", + "expectation", + "price" + ], + "classification": "inconclusive" + } + }, + "macro": { + "schemaVersion": 1, + "identity": { + "target": "439270", + "market": "KR", + "engine": "macro", + "axis": "전파", + "version": "1" + }, + "time": { + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", + "period": null, + "knowledgeBoundary": "2026-11-01" + }, + "status": "partial", + "conclusion": { + "label": "거시 전파 경로 혼재", + "summary": "거시 전파 경로 혼재입니다. 거시 관측 6/6개와 회사 근거가 연결된 전달경로 0/7개를 확인했습니다." + }, + "confidence": { + "level": "medium", + "score": 60.0, + "method": "macroObservationAndCompanyEvidenceCoverage" + }, + "drivers": [ + { + "id": "BAMLH0A0HYM2", + "label": "미국 HY 스프레드", + "value": 3.26, + "unit": "%p", + "signal": "rising", + "change": 0.11999999999999966, + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" + }, + { + "id": "BASE_RATE", + "label": "한국 기준금리", + "value": 3.0, + "unit": "%", + "signal": "flat", + "change": 0.0, + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE" + }, + { + "id": "CPI", + "label": "소비자물가 YoY", + "value": 120.43, + "unit": "%", + "signal": "rising", + "change": 0.38000000000000966, + "sourceRef": "macro/ecos/observations.parquet#CPI" + }, + { + "id": "DCOILWTICO", + "label": "WTI", + "value": 103.37, + "unit": "$", + "signal": "falling", + "change": -1.8799999999999955, + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" + }, + { + "id": "EXPORT", + "label": "수출 YoY", + "value": 104800.5, + "unit": "%", + "signal": "rising", + "change": 4350.5, + "sourceRef": "macro/ecos/observations.parquet#EXPORT" + }, + { + "id": "USDKRW", + "label": "원/달러", + "value": 1334.3, + "unit": "원", + "signal": "falling", + "change": -2.5, + "sourceRef": "macro/ecos/observations.parquet#USDKRW" + } + ], + "claims": [], + "evidence": [ + { + "id": "macro.driver.BAMLH0A0HYM2", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "미국 HY 스프레드 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.BASE_RATE", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", + "status": "observed", + "observedAt": "2026-10-29", + "detail": "한국 기준금리 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.CPI", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#CPI", + "status": "observed", + "observedAt": "2026-09-01", + "detail": "소비자물가 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.DCOILWTICO", + "kind": "macroObservation", + "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", + "status": "observed", + "observedAt": "2026-10-27", + "detail": "WTI 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.EXPORT", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#EXPORT", + "status": "observed", + "observedAt": "2026-08-01", + "detail": "수출 YoY 최신 관측과 직전 변화" + }, + { + "id": "macro.driver.USDKRW", + "kind": "macroObservation", + "sourceRef": "macro/ecos/observations.parquet#USDKRW", + "status": "observed", + "observedAt": "2026-10-30", + "detail": "원/달러 최신 관측과 직전 변화" + } + ], + "assumptions": [ + { + "id": "edgeSign", + "value": "registryPrior", + "reason": "경로 부호와 시차는 기업별 회귀계수가 아니라 registry prior입니다." + } + ], + "gaps": [ + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/439270" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/439270/product" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff" + } + ], + "scenarios": [ + { + "id": "fx-export-revenue", + "driverId": "USDKRW", + "condition": "USDKRW 방향이 반전될 때 매출 성장률 / 환산손익 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + }, + { + "id": "export-demand-revenue", + "driverId": "EXPORT", + "condition": "EXPORT 방향이 반전될 때 매출 성장률 / 가동률 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "rate-debt-interest", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 이자비용 / 차입 재조달 경로 재평가", + "lagMonths": [ + 3, + 12 + ] + }, + { + "id": "rate-bank-margin", + "driverId": "BASE_RATE", + "condition": "BASE_RATE 방향이 반전될 때 순이자마진 / 조달비용 경로 재평가", + "lagMonths": [ + 1, + 6 + ] + }, + { + "id": "hy-risk-premium", + "driverId": "BAMLH0A0HYM2", + "condition": "BAMLH0A0HYM2 방향이 반전될 때 신용스프레드 / 위험프리미엄 경로 재평가", + "lagMonths": [ + 0, + 3 + ] + } + ], + "falsifiers": [ + { + "id": "fx-export-revenue.0", + "condition": "달러 원가 비중이 해외 매출 효과를 상쇄" + }, + { + "id": "fx-export-revenue.1", + "condition": "헤지 정책으로 환산 민감도 약화" + }, + { + "id": "export-demand-revenue.0", + "condition": "내수 매출 중심" + }, + { + "id": "export-demand-revenue.1", + "condition": "재고 과잉으로 출하 증가가 매출로 이어지지 않음" + }, + { + "id": "rate-debt-interest.0", + "condition": "순현금 기업" + }, + { + "id": "rate-debt-interest.1", + "condition": "고정금리 장기차입 중심" + }, + { + "id": "rate-debt-interest.2", + "condition": "이자수익이 비용을 상쇄" + }, + { + "id": "rate-bank-margin.0", + "condition": "조달비용이 대출금리보다 빠르게 상승" + }, + { + "id": "rate-bank-margin.1", + "condition": "대손비용 증가가 NIM 개선을 상쇄" + }, + { + "id": "hy-risk-premium.0", + "condition": "무차입 또는 충분한 현금" + }, + { + "id": "hy-risk-premium.1", + "condition": "방어적 현금흐름" + }, + { + "id": "hy-risk-premium.2", + "condition": "정부/모회사 지원 가능성" + } + ], + "payload": { + "blockRefs": [ + "drivers", + "edges", + "regimeEvidence" + ], + "companyBound": true, + "companyEdgeCount": 0, + "edgeCount": 7 + } + } + }, + "statusCounts": { + "blocked": 2, + "partial": 2 + }, + "gaps": [ + { + "id": "analysis.earnings.marginTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.marginTrend", + "engine": "analysis" + }, + { + "id": "analysis.earnings.growthTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.earnings.growthTrend", + "engine": "analysis" + }, + { + "id": "analysis.cash.cashQuality", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.cash.cashQuality", + "engine": "analysis" + }, + { + "id": "analysis.resilience.leverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.leverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.resilience.coverageTrend", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.resilience.coverageTrend", + "engine": "analysis" + }, + { + "id": "analysis.quality.earningsQualityFlags", + "status": "missing", + "reason": "계산이 완료되지 않았습니다 (ValueError).", + "sourceRef": "representative.blocks.quality.earningsQualityFlags", + "engine": "analysis" + }, + { + "engine": "credit", + "status": "blocked", + "reason": "ValueError: 'BS' topic 의 데이터를 가져올 수 없습니다. topic 이름을 확인하거나 c.panel('BS') 로 직접 호출해보세요." + }, + { + "id": "industry.position", + "status": "blocked", + "reason": "산업 가치사슬의 primary 위치 매핑이 없습니다.", + "sourceRef": "blockedReason", + "engine": "industry" + }, + { + "id": "industry.position", + "status": "missing", + "reason": "position 근거를 확보하지 못했습니다.", + "sourceRef": "position", + "engine": "industry" + }, + { + "id": "industry.sectorMetrics", + "status": "missing", + "reason": "sectorMetrics 근거를 확보하지 못했습니다.", + "sourceRef": "sectorMetrics", + "engine": "industry" + }, + { + "id": "industry.sectorCycle", + "status": "missing", + "reason": "sectorCycle 근거를 확보하지 못했습니다.", + "sourceRef": "sectorCycle", + "engine": "industry" + }, + { + "id": "industry.profitPool", + "status": "missing", + "reason": "profitPool 근거를 확보하지 못했습니다.", + "sourceRef": "profitPool", + "engine": "industry" + }, + { + "id": "industry.relationships", + "status": "missing", + "reason": "relationships 근거를 확보하지 못했습니다.", + "sourceRef": "relationships", + "engine": "industry" + }, + { + "id": "industry.concentration", + "status": "missing", + "reason": "concentration 근거를 확보하지 못했습니다.", + "sourceRef": "concentration", + "engine": "industry" + }, + { + "id": "industry.demandPricingDriver", + "status": "unsupported", + "reason": "수요 동인과 가격 결정력은 갱신시점을 가진 명시 데이터 모델이 아직 없습니다.", + "sourceRef": "taxonomy", + "engine": "industry" + }, + { + "id": "quant.fundamental", + "status": "missing", + "reason": "비교 가능한 공시 이익 시계열이 없습니다.", + "sourceRef": "dartlab://quant/earnings", + "engine": "quant" + }, + { + "id": "quant.expectationProxy", + "status": "missing", + "reason": "시장 횡단면 이익 서프라이즈 프록시를 계산하지 못했습니다.", + "sourceRef": "dartlab://quant/surprise", + "engine": "quant" + }, + { + "id": "quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus", + "engine": "quant" + }, + { + "id": "macro.company.sectorKey", + "status": "missing", + "reason": "검증된 가치사슬 산업 위치를 찾지 못했습니다.", + "sourceRef": "dartlab://industry/439270", + "engine": "macro" + }, + { + "id": "macro.company.financialEvidence", + "status": "missing", + "reason": "Macro 전달경로와 대조할 대표 재무 근거가 없습니다.", + "sourceRef": "dartlab://analysis/439270/product", + "engine": "macro" + }, + { + "id": "macro.edge.fx-export-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:fx-export-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.export-demand-revenue.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:export-demand-revenue", + "engine": "macro" + }, + { + "id": "macro.edge.rate-debt-interest.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-debt-interest", + "engine": "macro" + }, + { + "id": "macro.edge.rate-bank-margin.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:rate-bank-margin", + "engine": "macro" + }, + { + "id": "macro.edge.hy-risk-premium.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:hy-risk-premium", + "engine": "macro" + }, + { + "id": "macro.edge.oil-margin-cost.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:oil-margin-cost", + "engine": "macro" + }, + { + "id": "macro.edge.cpi-utility-tariff.companyEvidence", + "status": "partial", + "reason": "이 경로에 필요한 회사 직접 근거가 없어 sector prior 또는 template로 남았습니다.", + "sourceRef": "macro.transmission:edge:cpi-utility-tariff", + "engine": "macro" + } + ], + "noComposite": true, + "tensions": { + "schemaVersion": 1, + "items": [], + "evaluations": [ + { + "patternId": "fundamentalPriceDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "earningsCashDivergence", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "growthCreditTradeoff", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "industryExecutionCounterforce", + "status": "blocked", + "reason": "productNotUsable" + }, + { + "patternId": "macroCompanyCounterforce", + "status": "blocked", + "reason": "productNotUsable" + } + ], + "noComposite": true + } +} diff --git a/landing/lenses/439580.json b/landing/lenses/439580.json index 3cca82fa10ad7384a246b37243079efcd3c347d8..4b11d8befb41d589e797927c2557eece92e7554d 100644 --- a/landing/lenses/439580.json +++ b/landing/lenses/439580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,18 +491,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BBB-", - "summary": "dCR 위험점수 29.99, 전망 긍정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB+", + "summary": "dCR 위험점수 33.22, 전망 긍정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -685,15 +685,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BBB-", - "score": 29.99, + "grade": "dCR-BB+", + "score": 33.22, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 30.79, + "grade": "dCR-BB+", + "score": 34.16, "assumptions": { "scenarioStress": "moderate" } @@ -746,11 +746,11 @@ "weightCoverage": 85.0 }, "eCR": "eCR-4", - "pdEstimate": 0.4, + "pdEstimate": 0.75, "notchAdjustment": null, "divergenceExplanation": [ "유동성 축이 30점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.8점 하향 (PD 9.90%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 10.09%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,10 +892,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -925,7 +925,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -980,8 +980,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1331,7 +1331,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1349,15 +1349,15 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", "evidenceRefs": [ "quant.price" ], - "value": -0.5 + "value": -0.25 } ], "falsifiers": [ diff --git a/landing/lenses/439960.json b/landing/lenses/439960.json index 854b717058eaba8f82608fa0afdaffa3606f1378..a507084ca52ad46806d512dbc3889cbca756a5f2 100644 --- a/landing/lenses/439960.json +++ b/landing/lenses/439960.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/440110.json b/landing/lenses/440110.json index 01b789b81b5b291ab0371261cd08b33e29aa3e2a..9e1c475065180046fb3cd26ef5d17fbe7f12c56d 100644 --- a/landing/lenses/440110.json +++ b/landing/lenses/440110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -751,7 +751,7 @@ "divergenceExplanation": [ "채무상환능력 축이 60점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 177.78%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 288.11%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -932,7 +932,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -952,8 +952,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1001,7 +1001,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1082,10 +1082,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1109,10 +1109,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1123,7 +1123,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1131,7 +1131,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1147,7 +1147,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440290.json b/landing/lenses/440290.json index dcd3d71dc4f32e23bcac99a211ae38647e5509af..2a2ba44fb0c4535884a408294cde15344e7526c2 100644 --- a/landing/lenses/440290.json +++ b/landing/lenses/440290.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -348,14 +348,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -475,10 +475,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -507,8 +507,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -527,8 +527,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -547,7 +547,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -634,10 +634,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -657,7 +657,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -665,7 +665,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/440320.json b/landing/lenses/440320.json index 06ec5665d6cfc167bda8f8329b165fbcbc06ce8d..6f47fcbec7b968bf70176deb44e9444857d56400 100644 --- a/landing/lenses/440320.json +++ b/landing/lenses/440320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -417,13 +417,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -485,7 +485,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -504,7 +504,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -523,7 +523,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -542,7 +542,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "notchAdjustment": null, "divergenceExplanation": [ "채무상환능력 축이 42점으로 등급 하방 압력", - "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.03%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.1점 하향 (PD 5.04%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -691,14 +691,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -818,10 +818,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -864,7 +864,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -906,8 +906,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -942,7 +942,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -998,10 +998,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1017,10 +1017,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1048,7 +1048,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/441270.json b/landing/lenses/441270.json index 9d8b500b2d2a6dc872676b54ca0dee0f14a2149e..24183cf35972372f5d8f9a53f0c4a6577b0b2c8f 100644 --- a/landing/lenses/441270.json +++ b/landing/lenses/441270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -559,18 +559,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BB-", - "summary": "dCR 위험점수 46.14, 전망 긍정적, 유효 축 가중치 95.0%입니다." + "label": "dCR-B+", + "summary": "dCR 위험점수 49.78, 전망 긍정적, 유효 축 가중치 95.0%입니다." }, "confidence": { "level": "high", @@ -627,7 +627,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -646,7 +646,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -665,7 +665,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -684,7 +684,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -754,15 +754,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB-", - "score": 46.14, + "grade": "dCR-B+", + "score": 49.78, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB-", - "score": 46.75, + "grade": "dCR-B+", + "score": 50.35, "assumptions": { "scenarioStress": "moderate" } @@ -821,11 +821,12 @@ "weightCoverage": 95.0 }, "eCR": "eCR-5", - "pdEstimate": 2.5, + "pdEstimate": 4.0, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 72점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 13.51%). 최근 주가 하락이 반영된 결과", "D/EBITDA 28.0x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -842,14 +843,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -969,10 +970,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1002,8 +1003,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1015,7 +1016,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1035,8 +1036,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1055,10 +1056,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1068,7 +1069,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1093,7 +1094,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1149,10 +1150,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1168,10 +1169,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1191,7 +1192,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1199,7 +1200,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443060.json b/landing/lenses/443060.json index 9163050a66462826aa34678532c2bafdd69acabe..f75200d5d671a1b695379b75b7db94a0634341a2 100644 --- a/landing/lenses/443060.json +++ b/landing/lenses/443060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -920,10 +920,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -934,7 +934,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -942,7 +942,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -958,7 +958,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1218,7 +1218,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1240,7 +1240,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1258,8 +1258,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/443250.json b/landing/lenses/443250.json index 0cc668f4993d5c80689a8cd24e9292941004ae54..498fad6088cf8277e741db52912b3f71d5e86d81 100644 --- a/landing/lenses/443250.json +++ b/landing/lenses/443250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/443670.json b/landing/lenses/443670.json index d0546c5dc46503c86b001c0642b0f8c11a8518d4..f370bf49936877f6ac15e33d6c76f8f7d0f8c7be 100644 --- a/landing/lenses/443670.json +++ b/landing/lenses/443670.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,15 +950,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "high", @@ -983,8 +983,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1029,17 +1029,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1108,7 +1108,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1117,7 +1117,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "overOptimism" } }, "macro": { @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1181,7 +1181,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1406,12 +1406,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:8d6570632392", + "target": "443670", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": -1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": 0.25 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/444530.json b/landing/lenses/444530.json index e4f9f1c5f5f53bef733f3543ae55924070e4b77c..2336445f0570c3e27a1903ae556af252b17ad4f9 100644 --- a/landing/lenses/444530.json +++ b/landing/lenses/444530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/444920.json b/landing/lenses/444920.json index d76f6c199ceea31234e5b995ed074c6fb409089c..e1d5337913a4a18df1103d5922f0a7d1386536c7 100644 --- a/landing/lenses/444920.json +++ b/landing/lenses/444920.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-03", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/445090.json b/landing/lenses/445090.json index bba7261e8f54d4c5f2165bb9982dd885f80282ce..b4b40e7d413aee3ed85340e272a9bdbab0f5d959 100644 --- a/landing/lenses/445090.json +++ b/landing/lenses/445090.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -489,13 +489,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -763,14 +763,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -890,10 +890,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -936,7 +936,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -956,8 +956,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -978,8 +978,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1014,7 +1014,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1070,10 +1070,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1089,10 +1089,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,10 +1116,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1130,7 +1130,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1138,7 +1138,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1154,7 +1154,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445180.json b/landing/lenses/445180.json index 214dd827a00529e15949e7a56e5659e379498da8..43821048745c8304e40ab8a439a9288f2d50c076 100644 --- a/landing/lenses/445180.json +++ b/landing/lenses/445180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/445680.json b/landing/lenses/445680.json index 26343ce5fd4049298e35314dc1829577c10906e2..a9e2ffa0f1e914e8919879dd195592de4d384452 100644 --- a/landing/lenses/445680.json +++ b/landing/lenses/445680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -680,14 +680,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -807,19 +807,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -840,8 +840,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -853,7 +853,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -873,8 +873,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -886,17 +886,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -906,7 +906,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -965,7 +965,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -974,7 +974,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -987,10 +987,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1006,10 +1006,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1029,7 +1029,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1037,7 +1037,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446070.json b/landing/lenses/446070.json index da52471d3106f64ec2c869ebbcba6762aeb793bc..824a2a07ba0418d5bbc9513778fc13e27a35cb16 100644 --- a/landing/lenses/446070.json +++ b/landing/lenses/446070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -87,7 +87,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -109,7 +109,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -309,13 +309,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -377,7 +377,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -396,7 +396,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -415,7 +415,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -434,7 +434,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -593,14 +593,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -739,8 +739,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -752,8 +752,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -770,10 +770,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -783,7 +783,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -792,7 +792,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -860,10 +860,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -879,10 +879,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -902,7 +902,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -910,7 +910,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446150.json b/landing/lenses/446150.json index bf1c365b2efd0dc8480920c929b1f8a12b2e04e9..95e4157874cc91435c1b091418990badc7822c97 100644 --- a/landing/lenses/446150.json +++ b/landing/lenses/446150.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -364,9 +364,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/446540.json b/landing/lenses/446540.json index a0a6bf4826fdd37b821c487a5d0ddbca70f67bf3..b70329ca495b4ad81c5e022d7c19aad4d788c374 100644 --- a/landing/lenses/446540.json +++ b/landing/lenses/446540.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/446840.json b/landing/lenses/446840.json index e9b2f30ea46adad4c93250672d3d975f7972db03..a0eaf86d461c73d08d58d520f9d1ba30211a06fd 100644 --- a/landing/lenses/446840.json +++ b/landing/lenses/446840.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -312,13 +312,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -489,14 +489,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -616,10 +616,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -648,8 +648,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -668,8 +668,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -688,7 +688,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -756,10 +756,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -775,10 +775,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -798,7 +798,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -806,7 +806,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448280.json b/landing/lenses/448280.json index d68cc5a0b67febbefd41e1e031aaa9e18cdd37cc..4c23e81188af93c04b6473a2b7a7eec6f522bd46 100644 --- a/landing/lenses/448280.json +++ b/landing/lenses/448280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -816,7 +816,7 @@ "divergenceExplanation": [ "현금흐름 축이 65점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", - "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.74%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.2점 하향 (PD 2.60%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -991,7 +991,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1046,8 +1046,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1188,7 +1188,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448710.json b/landing/lenses/448710.json index d42aed797133aa320f22a5c5d67e48b9539d2feb..3aa782227f5ac32f51e7744003f9a07d802ab010 100644 --- a/landing/lenses/448710.json +++ b/landing/lenses/448710.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -556,14 +556,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -715,8 +715,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -735,8 +735,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -755,7 +755,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -842,10 +842,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -865,7 +865,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448830.json b/landing/lenses/448830.json index 606e5cc398d995f7e7d1b9247c8abe2edd9937eb..8be7683cc0ae927750b65a3ea93fe0c6537c0033 100644 --- a/landing/lenses/448830.json +++ b/landing/lenses/448830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023Q4", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-17", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-17", "period": null, "status": "derived", @@ -579,9 +579,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025-12-17", "period": null, "status": "observed", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.25 } ], "evidence": [ @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/448900.json b/landing/lenses/448900.json index 88dacf22c95b26633a01e3adeaaaf60b051ae5c3..6f80ed22da37b4d4471c0ab63cd3779fee627a6e 100644 --- a/landing/lenses/448900.json +++ b/landing/lenses/448900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450050.json b/landing/lenses/450050.json index b2b6d59e15b9e373939a3fd49a8582bde309481f..263e511693fae30660939811bb5520be291fb9ce 100644 --- a/landing/lenses/450050.json +++ b/landing/lenses/450050.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-28", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-28", "period": null, "status": "derived", @@ -364,9 +364,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-01-28", "period": null, "status": "observed", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450080.json b/landing/lenses/450080.json index a9415b68f2614d0f70ebea08dddc5608f8e4f230..5bb34482e0c94ac38086d3ae1bf50f983347162f 100644 --- a/landing/lenses/450080.json +++ b/landing/lenses/450080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -238,13 +238,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -306,7 +306,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -325,7 +325,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -344,7 +344,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -363,7 +363,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -509,7 +509,7 @@ "divergenceExplanation": [ "현금흐름 축이 56점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 23.27%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 24.73%). 최근 주가 하락이 반영된 결과", "D/EBITDA 25.3x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -526,14 +526,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,8 +680,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -700,8 +700,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -720,7 +720,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -788,10 +788,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -807,10 +807,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -834,10 +834,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -852,10 +852,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -866,7 +866,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -874,7 +874,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -890,7 +890,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -906,7 +906,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450140.json b/landing/lenses/450140.json index 47b9f5959d7b752cedb99ce13008788973fe1c12..cb24bae4d194e630aeb32fef69c35f2549635edc 100644 --- a/landing/lenses/450140.json +++ b/landing/lenses/450140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -40,10 +40,10 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -143,7 +143,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -184,7 +184,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -225,7 +225,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", "earliestPeriod": "2023", @@ -266,7 +266,7 @@ "representative": "2025" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -810,7 +810,7 @@ "divergenceExplanation": [ "채무상환능력 축이 76점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 143.45%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 133.24%). 최근 주가 하락이 반영된 결과", "D/EBITDA 13.5x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] @@ -826,14 +826,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -948,10 +948,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-12", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1014,7 +1014,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-12", "period": "2025", "status": "derived", @@ -1036,7 +1036,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025-12-12", "period": "2025", "status": "observed", @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450330.json b/landing/lenses/450330.json index ceb0859d540c8b759223f43c7db64f3b8e2ab654..a4e9e9d81102a4f5511f958c2bcb1a0d88a3573b 100644 --- a/landing/lenses/450330.json +++ b/landing/lenses/450330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -558,7 +558,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +3.0점 하향 (PD 8.85%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +3.0점 하향 (PD 9.66%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -700,19 +700,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -733,8 +733,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -746,7 +746,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -779,17 +779,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -799,7 +799,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -824,7 +824,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -858,7 +858,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -867,7 +867,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -880,10 +880,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -899,10 +899,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,7 +922,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -930,7 +930,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450520.json b/landing/lenses/450520.json index 98324ea86c958969d18040696dd66a5953ab46cc..5e19d6729a1cff24f2aaf0ebdbe6a5a631c5f83e 100644 --- a/landing/lenses/450520.json +++ b/landing/lenses/450520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -492,18 +492,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "dCR-BB+", - "summary": "dCR 위험점수 36.52, 전망 안정적, 유효 축 가중치 85.0%입니다." + "label": "dCR-BB", + "summary": "dCR 위험점수 40.72, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,15 +686,15 @@ { "id": "base", "label": "기준", - "grade": "dCR-BB+", - "score": 36.52, + "grade": "dCR-BB", + "score": 40.72, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BB+", - "score": 36.57, + "grade": "dCR-BB", + "score": 40.78, "assumptions": { "scenarioStress": "moderate" } @@ -747,11 +747,12 @@ "weightCoverage": 85.0 }, "eCR": "eCR-6", - "pdEstimate": 0.75, + "pdEstimate": 1.5, "notchAdjustment": null, "divergenceExplanation": [ "현금흐름 축이 64점으로 등급 하방 압력", "FCF·OCF 모두 음수 - 현금흐름 악화 신호", + "주가 기반 CHS 모델이 +4.8점 하향 (PD 10.23%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -766,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -939,7 +940,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +960,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +982,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1018,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1092,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1115,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1123,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/450940.json b/landing/lenses/450940.json index 30f60334af7a140fb423585ffedecdca9f0eb8ac..717544daca1753fd0ffe6332ead57379c8518414 100644 --- a/landing/lenses/450940.json +++ b/landing/lenses/450940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-04", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-04", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-04", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/450950.json b/landing/lenses/450950.json index eba1258370f515d3953c0afb4a91e2529d6ca3a8..9e507bdf5d2e389e1c7dc4525f0df8ad55b02b40 100644 --- a/landing/lenses/450950.json +++ b/landing/lenses/450950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -566,14 +566,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -693,10 +693,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -739,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -759,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -781,8 +781,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -817,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -873,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -892,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -915,7 +915,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -923,7 +923,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1123,7 +1123,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1145,7 +1145,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1163,8 +1163,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/451220.json b/landing/lenses/451220.json index ea52877508feda2768b87b4152cd4a53eedfb883..7ad35248ec61bbdbd4b0c07dc57854a94f7c2fc1 100644 --- a/landing/lenses/451220.json +++ b/landing/lenses/451220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -490,13 +490,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -558,7 +558,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -577,7 +577,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -596,7 +596,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -615,7 +615,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -771,14 +771,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -898,15 +898,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -931,8 +931,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -944,7 +944,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -977,17 +977,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -997,7 +997,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1050,13 +1050,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -1065,7 +1065,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -1078,10 +1078,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1097,10 +1097,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1120,7 +1120,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1128,7 +1128,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1307,88 +1307,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:0c13429e054d", - "target": "451220", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2024", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2024", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/451250.json b/landing/lenses/451250.json index 689bbae0ef9468492c8e5f8f224c92fbb31dae6e..f41140cd0ea20d520f74c9b11c9746a9f3ebfc9a 100644 --- a/landing/lenses/451250.json +++ b/landing/lenses/451250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -549,13 +549,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -636,7 +636,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -655,7 +655,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -674,7 +674,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -820,14 +820,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -947,10 +947,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -980,7 +980,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -993,7 +993,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1013,8 +1013,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1035,8 +1035,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1046,7 +1046,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1071,7 +1071,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1127,10 +1127,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1146,10 +1146,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1169,7 +1169,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1177,7 +1177,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451700.json b/landing/lenses/451700.json index ba90c874fd36a44f3bca1a5f5cfebe383461fc69..c8ec193e259d33a4132cd50b76aaf1be477485d0 100644 --- a/landing/lenses/451700.json +++ b/landing/lenses/451700.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -89,7 +89,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -113,7 +113,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -316,13 +316,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -615,10 +615,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-15", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -647,7 +647,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-15", "period": null, "status": "derived", @@ -667,7 +667,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-15", "period": null, "status": "observed", @@ -755,10 +755,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -774,10 +774,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -801,10 +801,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -819,10 +819,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -833,7 +833,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -841,7 +841,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -857,7 +857,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -873,7 +873,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/451760.json b/landing/lenses/451760.json index f28e51818ec06c309b34eb724f33fd1036489f80..1b86a42bc2256a40bdfbdaa2002257b3f3f6da4e 100644 --- a/landing/lenses/451760.json +++ b/landing/lenses/451760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -765,14 +765,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -892,19 +892,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -925,8 +925,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -938,7 +938,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -958,8 +958,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -971,17 +971,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -991,7 +991,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -1016,7 +1016,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1050,7 +1050,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1059,7 +1059,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "inconclusive" } }, "macro": { @@ -1072,10 +1072,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1091,10 +1091,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1122,7 +1122,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1301,88 +1301,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:321c6a4de913", - "target": "451760", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.85 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/452160.json b/landing/lenses/452160.json index 3f4138304b0247107864a2591bb302d8968062be..bf81fcc84f35be9dda6b7d1d6cf2d2975b79dec1 100644 --- a/landing/lenses/452160.json +++ b/landing/lenses/452160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -817,7 +817,7 @@ "divergenceExplanation": [ "채무상환능력 축이 54점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +5.0점 하향 (PD 21.36%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +5.0점 하향 (PD 18.63%). 최근 주가 하락이 반영된 결과", "D/EBITDA 113.4x - 자본집약 업종 구조적 특성 (CAPEX/리스 부채)", "캡티브 금융자회사 연결 - 연결 차입금에 금융자회사 대출 원금 포함", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" @@ -834,14 +834,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -961,10 +961,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -994,7 +994,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -1007,7 +1007,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1027,8 +1027,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1049,8 +1049,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1060,7 +1060,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -1085,7 +1085,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1141,10 +1141,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1160,10 +1160,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1183,7 +1183,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1191,7 +1191,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452190.json b/landing/lenses/452190.json index fc1bbd46f15e6a992c484456f63fca2aeea86bab..017df3add4b825aae253a86a4711c1058c1b5542 100644 --- a/landing/lenses/452190.json +++ b/landing/lenses/452190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -489,18 +489,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB+", - "summary": "dCR 위험점수 23.14, 전망 부정적, 유효 축 가중치 75.0%입니다." + "summary": "dCR 위험점수 25.39, 전망 부정적, 유효 축 가중치 75.0%입니다." }, "confidence": { "level": "medium", @@ -557,7 +557,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -576,7 +576,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -595,7 +595,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -614,7 +614,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -683,14 +683,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB+", - "score": 23.14, + "score": 25.39, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", "grade": "dCR-BBB+", - "score": 23.78, + "score": 26.03, "assumptions": { "scenarioStress": "moderate" } @@ -753,6 +753,7 @@ "divergenceExplanation": [ "현금흐름 축이 36점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", + "주가 기반 CHS 모델이 +2.6점 하향 (PD 7.19%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -767,14 +768,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +895,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -940,7 +941,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -960,8 +961,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -982,8 +983,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1018,7 +1019,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1075,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1093,10 +1094,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1117,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1318,7 +1319,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1340,7 +1341,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1358,8 +1359,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/452200.json b/landing/lenses/452200.json index dff05c30dd9d5b5b954dc5ace2260fa0741e73a3..1e188ae318e767c96d4906be964c564a4225fea9 100644 --- a/landing/lenses/452200.json +++ b/landing/lenses/452200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452260.json b/landing/lenses/452260.json index e442874a86224a846703dd993243b09fa0984ba4..d00286b3bc495f8cc0c2cc9b322f607d2b95d539 100644 --- a/landing/lenses/452260.json +++ b/landing/lenses/452260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2024", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -561,13 +561,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -629,7 +629,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -648,7 +648,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -667,7 +667,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -686,7 +686,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -836,14 +836,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -958,10 +958,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -984,8 +984,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -997,7 +997,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1017,8 +1017,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1036,10 +1036,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1049,7 +1049,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1066,7 +1066,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1128,10 +1128,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1147,10 +1147,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1174,10 +1174,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1192,10 +1192,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1206,7 +1206,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1214,7 +1214,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1246,7 +1246,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452280.json b/landing/lenses/452280.json index 86ac6355231a47efb55d735531a56c7850a9c500..311bc448b64bcea4325017ed7260084af618803f 100644 --- a/landing/lenses/452280.json +++ b/landing/lenses/452280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -565,8 +565,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -596,10 +596,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452300.json b/landing/lenses/452300.json index 3ebd8d64866758c25e1c7ee1d6e2033e61e4475c..4ab0b91c9572532ea48a6ddca940f356c23b7be1 100644 --- a/landing/lenses/452300.json +++ b/landing/lenses/452300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -367,14 +367,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -676,7 +676,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -684,7 +684,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452400.json b/landing/lenses/452400.json index 50adb15077c86cd99b1a1cd59325774dd396423e..dfa1d11f236161bfbc3f433e9d773456a820ad8b 100644 --- a/landing/lenses/452400.json +++ b/landing/lenses/452400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -492,13 +492,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -560,7 +560,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -579,7 +579,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -598,7 +598,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -617,7 +617,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -766,14 +766,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -939,7 +939,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -959,8 +959,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -981,8 +981,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1017,7 +1017,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452430.json b/landing/lenses/452430.json index 0d07187fddb2ea74b6d2f2ec66a17e851c805711..73624f89ab03634a72dd1410696dd1315319a081 100644 --- a/landing/lenses/452430.json +++ b/landing/lenses/452430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452450.json b/landing/lenses/452450.json index 03efefef27878f248f491b51bd9925ab8a0bf1cd..0055db62d23485e7a73de1ace076e9c96a8050af 100644 --- a/landing/lenses/452450.json +++ b/landing/lenses/452450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/452670.json b/landing/lenses/452670.json index 180a37585e96cfba96e3ac7b4e61c96447715216..d735b47b926c544eb8a9f74eb2e2102ea13e719a 100644 --- a/landing/lenses/452670.json +++ b/landing/lenses/452670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-20", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-20", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-20", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/452980.json b/landing/lenses/452980.json index 3aceda6feb803b82e0f6e3c5ff169e6298dca328..dbc1d3ffb3215a1b8959e75d5e563f8eed27426e 100644 --- a/landing/lenses/452980.json +++ b/landing/lenses/452980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-06", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-06", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-06", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453340.json b/landing/lenses/453340.json index 93bd96bdc7615b8323777e8e01fe0140d5200f46..8a2f54d774cf558a88b89ebbe4fdc659f8e833b3 100644 --- a/landing/lenses/453340.json +++ b/landing/lenses/453340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -125,7 +125,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -147,7 +147,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -168,7 +168,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -190,7 +190,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -211,7 +211,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -233,7 +233,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -254,7 +254,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023", @@ -276,7 +276,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -562,13 +562,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -630,7 +630,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -835,14 +835,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -962,10 +962,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1008,7 +1008,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1028,8 +1028,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1050,8 +1050,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1086,7 +1086,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1142,10 +1142,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1161,10 +1161,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1193,7 +1193,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1201,7 +1201,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/453450.json b/landing/lenses/453450.json index 003263e8ce8d63309d4e71cce9f5c44302db255c..6ae82ccb83ccdf0148da667ef584d6ed30c2bb50 100644 --- a/landing/lenses/453450.json +++ b/landing/lenses/453450.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -570,14 +570,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -697,19 +697,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { - "level": "high", - "score": 100.0, + "level": "medium", + "score": 65.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,7 +743,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -763,8 +763,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -776,17 +776,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -796,7 +796,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -821,7 +821,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -855,7 +855,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -864,7 +864,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "inconclusive" } }, "macro": { @@ -877,10 +877,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -896,10 +896,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -914,10 +914,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -932,10 +932,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -946,7 +946,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -954,7 +954,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -962,7 +962,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -978,7 +978,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1260,88 +1260,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:dc18443a5249", - "target": "453450", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/453860.json b/landing/lenses/453860.json index 4268a322e39ea323c0f6bbfae94cf39538263011..032caf2526a26c1ceafbd9c282b0f84d23960658 100644 --- a/landing/lenses/453860.json +++ b/landing/lenses/453860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -609,7 +609,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -732,10 +732,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -746,7 +746,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -754,7 +754,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/454910.json b/landing/lenses/454910.json index d811d94a9da66bef63d2026a6b94ede28a6f7ac3..608da9b897fee51e9ec87ec0621875ec34e61d4d 100644 --- a/landing/lenses/454910.json +++ b/landing/lenses/454910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -679,14 +679,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -806,10 +806,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -838,8 +838,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -858,8 +858,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -878,7 +878,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -946,10 +946,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -965,10 +965,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -988,7 +988,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -996,7 +996,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455180.json b/landing/lenses/455180.json index d8e8cd0e1379b3a287f75401dfd6f7dddcaf4d9c..548b304b12d23cbf0f74e04502cbaf33db4a8883 100644 --- a/landing/lenses/455180.json +++ b/landing/lenses/455180.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -527,7 +527,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -571,7 +571,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -685,10 +685,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -703,10 +703,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -717,7 +717,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -725,7 +725,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -733,7 +733,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -749,7 +749,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455250.json b/landing/lenses/455250.json index f385caccc1aaa9aa6b4d378c13f3cac350506eb2..18d484b47d8aa545c0b036b5f9ef60b16a0dda5b 100644 --- a/landing/lenses/455250.json +++ b/landing/lenses/455250.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-27", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-27", "period": null, "status": "derived", @@ -364,9 +364,9 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-01-27", "period": null, "status": "observed", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455310.json b/landing/lenses/455310.json index a4efe5aff1671b074ba79ce30c83684a4c4166b0..9e7b9bada10eaa6866d02973eaed00d8c831bcf2 100644 --- a/landing/lenses/455310.json +++ b/landing/lenses/455310.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/455900.json b/landing/lenses/455900.json index 3f0bfc1e51260d720f2e77f497c5eced8b4ee823..43e34d571c2e38fe688ffad1399f157994b11ca8 100644 --- a/landing/lenses/455900.json +++ b/landing/lenses/455900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -530,10 +530,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -582,8 +582,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -602,7 +602,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -670,10 +670,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -689,10 +689,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/455910.json b/landing/lenses/455910.json index 6914cd34824c450d0df00acb4747eb34b8297629..a66a226234f29f03a7e1fcff4b6f98dcea68cf44 100644 --- a/landing/lenses/455910.json +++ b/landing/lenses/455910.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-03", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-03", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-03-03", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/456010.json b/landing/lenses/456010.json index 0620b944d845113fb72d92f13d5d602fe7f50cc5..39877c239bb2952aa8ed20f4b07b5821d4755498 100644 --- a/landing/lenses/456010.json +++ b/landing/lenses/456010.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -493,14 +493,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -620,10 +620,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -639,8 +639,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -652,8 +652,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -670,10 +670,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -683,7 +683,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -692,7 +692,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -760,10 +760,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -779,10 +779,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456040.json b/landing/lenses/456040.json index f2c6c8e65625a4e7412ea02aa8f549eadc063dad..c242c179ad353ff49ff41cf688779e5e7cbd7ad1 100644 --- a/landing/lenses/456040.json +++ b/landing/lenses/456040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -552,13 +552,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -620,7 +620,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -639,7 +639,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -658,7 +658,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -677,7 +677,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -831,14 +831,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -958,19 +958,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -991,8 +991,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1004,7 +1004,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1024,8 +1024,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1037,17 +1037,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1057,7 +1057,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -1082,7 +1082,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1116,7 +1116,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1125,7 +1125,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "deteriorationPriced" } }, "macro": { @@ -1138,10 +1138,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1157,10 +1157,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1193,10 +1193,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1207,7 +1207,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1215,7 +1215,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1223,7 +1223,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1239,7 +1239,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456070.json b/landing/lenses/456070.json index 2e91e5814758e4b0594b40ce93c86dab189ea7fe..cecbe1a725c93952303cea6096ef1d1926d31027 100644 --- a/landing/lenses/456070.json +++ b/landing/lenses/456070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456160.json b/landing/lenses/456160.json index 9bc82efc034721ddde1efcd65d4ab9a3d38d4734..eb674fda7b942173b35808ee830f0c7d4728a005 100644 --- a/landing/lenses/456160.json +++ b/landing/lenses/456160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/456490.json b/landing/lenses/456490.json index 3b76e4990501308101fb38627874323c12bb7a1f..63874777f919cc48a779cba28db914f8e9a86b7e 100644 --- a/landing/lenses/456490.json +++ b/landing/lenses/456490.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-09", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-09", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-02-09", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457190.json b/landing/lenses/457190.json index 539fa3c324cb3b613ad8aae588919b6474b11b61..922fc7b4e6e55f9fa5fd122a4e44c903672a5561 100644 --- a/landing/lenses/457190.json +++ b/landing/lenses/457190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -395,13 +395,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -572,14 +572,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -699,10 +699,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -731,8 +731,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -751,8 +751,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -771,7 +771,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -839,10 +839,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -858,10 +858,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -876,10 +876,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -894,10 +894,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -908,7 +908,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -940,7 +940,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457370.json b/landing/lenses/457370.json index 603aeaa6b879bdf284caed1b6be825c814debffd..712913702813b2b2944142b218fa79c032000d10 100644 --- a/landing/lenses/457370.json +++ b/landing/lenses/457370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, + "score": -0.5, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": -0.5 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457550.json b/landing/lenses/457550.json index 74350154476934d471a980448fbd0aa2ecd9ccf7..abe675b25fc64f00cc1209d1fd68516d2ca52303 100644 --- a/landing/lenses/457550.json +++ b/landing/lenses/457550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -546,10 +546,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -598,8 +598,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -618,7 +618,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -686,10 +686,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -705,10 +705,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -728,7 +728,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457600.json b/landing/lenses/457600.json index b483d372210bcbe455284df92aa7205a2ee67ede..195e218d83c884585332d50a2638628eda817d62 100644 --- a/landing/lenses/457600.json +++ b/landing/lenses/457600.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/457630.json b/landing/lenses/457630.json index 93fb9afa40725fb2806c60e602b58f6da95a1f28..a82359992ec16c820922ab11ef31df72f9d3e57b 100644 --- a/landing/lenses/457630.json +++ b/landing/lenses/457630.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-04-14", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-04-14", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-04-14", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/457940.json b/landing/lenses/457940.json index 8629809a68234ad71a557b313347b9401652838c..3f5fbfe2ee8671972218f461ecc8047e793caa02 100644 --- a/landing/lenses/457940.json +++ b/landing/lenses/457940.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-03-13", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458350.json b/landing/lenses/458350.json index d4efc9287cdf323e051981d73f16394af843dd9f..633e793e0bdbfc5a6a11f5944a6f85ea7df98953 100644 --- a/landing/lenses/458350.json +++ b/landing/lenses/458350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458610.json b/landing/lenses/458610.json index 271dd8169096140e2128b57f3f50f3c62af718cc..1637b967a994e3318c42ba3e0278319f4c91c60d 100644 --- a/landing/lenses/458610.json +++ b/landing/lenses/458610.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,7 +346,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-02", "period": null, "status": "derived", @@ -366,7 +366,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-04-02", "period": null, "status": "observed", @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/458650.json b/landing/lenses/458650.json index c9aaeb04518e6096ec22871830737d9cf07a8156..89b674078d5ffe7ed63b28858ab90296aa976237 100644 --- a/landing/lenses/458650.json +++ b/landing/lenses/458650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -612,8 +612,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -643,10 +643,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -656,7 +656,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/458870.json b/landing/lenses/458870.json index b15ffdfa58aa3439431b92cdf02f6479d1ff6210..0740af6f81305cb0bae1181c2e2a96f7d4ea5f23 100644 --- a/landing/lenses/458870.json +++ b/landing/lenses/458870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459100.json b/landing/lenses/459100.json index 10910dcabdc4b36184df4aa2e1dd69134c0a258a..730299b04944cb52102dd302052f7a713f7dee31 100644 --- a/landing/lenses/459100.json +++ b/landing/lenses/459100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459510.json b/landing/lenses/459510.json index ebf3e7b6e444604f2969478844c79858b6eae7b6..c8acdc0bdf24f75eb8488afb9854411dc5b69f59 100644 --- a/landing/lenses/459510.json +++ b/landing/lenses/459510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/459550.json b/landing/lenses/459550.json index 3384c17a1f63d148e5834c0e89ec8f8636864229..e9ec66e60ff1b34fbec6c18c272eb6e4c5bf61e5 100644 --- a/landing/lenses/459550.json +++ b/landing/lenses/459550.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460470.json b/landing/lenses/460470.json index 2a909bd99777c2da11d304cb45593af97afeee45..2225842f67c0cbeb91b4fca451f9ffebc1c83ffc 100644 --- a/landing/lenses/460470.json +++ b/landing/lenses/460470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460850.json b/landing/lenses/460850.json index 7f9b47af34208ec0a12d017836ef04ec0f0683cc..2cc379d845b3d6ce627b079e28a6d2e20f86cbac 100644 --- a/landing/lenses/460850.json +++ b/landing/lenses/460850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -85,7 +85,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -105,7 +105,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -304,13 +304,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -372,7 +372,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -391,7 +391,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -410,7 +410,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -429,7 +429,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -584,14 +584,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -711,10 +711,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -743,8 +743,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -761,10 +761,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -774,7 +774,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -783,7 +783,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -851,10 +851,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -870,10 +870,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -893,7 +893,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -901,7 +901,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460860.json b/landing/lenses/460860.json index fff3fcfd46e383bca443b7be6fc007f8a0554abc..4b3e52f50073f5dd1634b8dcf13185a1b95afad2 100644 --- a/landing/lenses/460860.json +++ b/landing/lenses/460860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -99,7 +99,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -123,7 +123,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -144,7 +144,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -168,7 +168,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023Q4", "status": "derived", @@ -394,13 +394,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -571,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -698,10 +698,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -730,8 +730,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -750,8 +750,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -770,7 +770,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -838,10 +838,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -857,10 +857,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -880,7 +880,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -888,7 +888,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460870.json b/landing/lenses/460870.json index c612a040910ba2e5c34bf7284c8498c6efdd1973..a1861e52c7f22c74c88cd0761fd05abbacda8ac6 100644 --- a/landing/lenses/460870.json +++ b/landing/lenses/460870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/460930.json b/landing/lenses/460930.json index 4ead672cca7e0b119baddc4bfec2691fd5c72e7a..3e560618709e31735fdb22835b42b71ec0803432 100644 --- a/landing/lenses/460930.json +++ b/landing/lenses/460930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -822,14 +822,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -949,19 +949,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "펀더멘털 개선 미반영", + "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." }, "confidence": { - "level": "medium", - "score": 65.0, + "level": "high", + "score": 100.0, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -982,8 +982,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -995,7 +995,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1015,8 +1015,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1028,17 +1028,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "underReaction" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1048,7 +1048,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -1073,7 +1073,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1107,7 +1107,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" } ], "payload": { @@ -1116,7 +1116,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "underReaction" } }, "macro": { @@ -1129,10 +1129,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1148,10 +1148,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1175,10 +1175,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1189,7 +1189,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1197,7 +1197,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1213,7 +1213,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1452,12 +1452,88 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [], + "items": [ + { + "schemaVersion": 1, + "id": "fundamentalPriceDivergence:06931c89496f", + "target": "460930", + "patternId": "fundamentalPriceDivergence", + "kind": "divergence", + "status": "active", + "asOf": "2026-11-02", + "headline": { + "kr": "펀더멘털과 가격 반응이 갈립니다", + "en": "Fundamentals and price reaction diverge" + }, + "mechanism": { + "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", + "en": "Filing-based change and market price point in opposite directions." + }, + "question": { + "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", + "en": "Check whether price missed the change or the filings lag an emerging risk." + }, + "sides": [ + { + "engine": "quant", + "claimId": "quant.fundamental", + "label": "공시 이익 변화", + "comparisonKey": "fundamentalMomentum", + "basis": "marketBehavior", + "direction": "supportive", + "horizon": "latestPeriod", + "asOf": "2026-11-02", + "dataAsOf": "2025", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/earnings", + "evidenceRefs": [ + "quant.fundamental" + ], + "value": 1.0 + }, + { + "engine": "quant", + "claimId": "quant.priceReaction", + "label": "가격 반응", + "comparisonKey": "marketReaction", + "basis": "marketBehavior", + "direction": "adverse", + "horizon": "currentMarket", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", + "period": "2025", + "status": "observed", + "sourceRef": "dartlab://quant/verdict", + "evidenceRefs": [ + "quant.price" + ], + "value": -0.5 + } + ], + "falsifiers": [ + { + "id": "quant.classificationBreak", + "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + } + ], + "gaps": [ + { + "id": "quant.quant.analystConsensus", + "status": "unsupported", + "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", + "sourceRef": "dartlab://gather/revenueConsensus" + } + ], + "algorithmVersion": "1", + "noComposite": true + } + ], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "clear", - "reason": "aligned" + "status": "active", + "reason": "active" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/460940.json b/landing/lenses/460940.json index e8912fa27c1939314bf72fd61417bd6d3405f480..c09b0accc6e958d83f8e2180845600a62e14bced 100644 --- a/landing/lenses/460940.json +++ b/landing/lenses/460940.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -568,10 +568,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461030.json b/landing/lenses/461030.json index 646031de8f27025282de0353a70af860f0627c4e..1f37ac398998c713a7919e519cc5382553d661cf 100644 --- a/landing/lenses/461030.json +++ b/landing/lenses/461030.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/461300.json b/landing/lenses/461300.json index ce725751e37e6d0184d68ef4818732d0ee4b0fd6..48e41122ca6349b7afa50188e8ea0270f358ee51 100644 --- a/landing/lenses/461300.json +++ b/landing/lenses/461300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462020.json b/landing/lenses/462020.json index caf3860c59fc2421e0a2de1843e1fa482bce94d6..621da862bc0ab47fb47d291ad365296f85f21e71 100644 --- a/landing/lenses/462020.json +++ b/landing/lenses/462020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-18", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-18", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-05-18", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462310.json b/landing/lenses/462310.json index ae950c47174d8f35abfb07bacbbe9fb44b0bd859..2b27468cc3eac5c6a124834729e05e548edf895c 100644 --- a/landing/lenses/462310.json +++ b/landing/lenses/462310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462350.json b/landing/lenses/462350.json index 47faa4d3ccbd1ce948220984edf628a32eed3ce5..77eca9274f9fcba800535fcedef08480ae125a53 100644 --- a/landing/lenses/462350.json +++ b/landing/lenses/462350.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -486,7 +486,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -692,14 +692,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -819,10 +819,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -865,7 +865,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -885,8 +885,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -907,8 +907,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -943,7 +943,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -999,10 +999,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1018,10 +1018,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1041,7 +1041,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1049,7 +1049,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462510.json b/landing/lenses/462510.json index 2bf24f5152c65289131a7f0911dc0a18b8084bc3..37911604b35db7d4629a178952ffdffaae46288a 100644 --- a/landing/lenses/462510.json +++ b/landing/lenses/462510.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462520.json b/landing/lenses/462520.json index 55507be60ddb5c5f79f81d6429fcbba6b912a78a..f53ba904bca890f8e241c2c925f2e68bfbf5ec36 100644 --- a/landing/lenses/462520.json +++ b/landing/lenses/462520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -551,13 +551,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -619,7 +619,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -638,7 +638,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -657,7 +657,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -676,7 +676,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -830,14 +830,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -957,10 +957,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1003,7 +1003,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1045,8 +1045,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1081,7 +1081,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1137,10 +1137,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1156,10 +1156,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1179,7 +1179,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1187,7 +1187,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462860.json b/landing/lenses/462860.json index c3d78411092f1573bce909e682a1df2c996744c9..8f5e87b959e6131134f95634cba67dba0a4a4d07 100644 --- a/landing/lenses/462860.json +++ b/landing/lenses/462860.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -587,10 +587,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -619,8 +619,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -639,8 +639,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -659,7 +659,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -727,10 +727,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -746,10 +746,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -773,10 +773,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -791,10 +791,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -805,7 +805,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -813,7 +813,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -829,7 +829,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -845,7 +845,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462870.json b/landing/lenses/462870.json index 01b2ad6af763fa1e8c634731a45fc051025d8ab2..54ef2f1ee4dad1470733a9dcf3d890dd22cb3d75 100644 --- a/landing/lenses/462870.json +++ b/landing/lenses/462870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -518,10 +518,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -550,8 +550,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -570,8 +570,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -581,7 +581,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -590,7 +590,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -658,10 +658,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -677,10 +677,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/462980.json b/landing/lenses/462980.json index a06219153d3eb32407db8a3c0df017ad9578f7d5..cd33c63daeb46e107fb89e324b5a0c0d8f091fde 100644 --- a/landing/lenses/462980.json +++ b/landing/lenses/462980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463020.json b/landing/lenses/463020.json index 3d1a5834a15892b6d8ba76adddd910ff72b95522..73781df71805739d1621b728423d23ce2478c56a 100644 --- a/landing/lenses/463020.json +++ b/landing/lenses/463020.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/463480.json b/landing/lenses/463480.json index ce4bb5a216742e86b9aba8d14090385f1b5808b1..e870f3c78bf608c2fff147baae2506a8ba3337bd 100644 --- a/landing/lenses/463480.json +++ b/landing/lenses/463480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464080.json b/landing/lenses/464080.json index ce53796152b3818c8f1736c64209a39f6910a85c..eff806cb0bbb8e405e2b110175d3fe6176816e53 100644 --- a/landing/lenses/464080.json +++ b/landing/lenses/464080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464280.json b/landing/lenses/464280.json index ba151dba6eb63803fcb5e04c854edd233657f4ca..b5778ff74bfac3a2bb53f1edd107ee9a12d4fd58 100644 --- a/landing/lenses/464280.json +++ b/landing/lenses/464280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -586,8 +586,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464440.json b/landing/lenses/464440.json index b68a9af6b1ab8aa23efedffc26e70be45e787da4..af28117d10e53278213fd916494aa8507163d9b4 100644 --- a/landing/lenses/464440.json +++ b/landing/lenses/464440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-17", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-17", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-06-17", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464490.json b/landing/lenses/464490.json index 36c46f4f8f084f5f3288ad03c5f79108bd209f0f..c0e0b9f62f6ce0991b53eba6e1fa585edce2ff4c 100644 --- a/landing/lenses/464490.json +++ b/landing/lenses/464490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -735,7 +735,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -755,8 +755,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -777,8 +777,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -813,7 +813,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -869,10 +869,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -888,10 +888,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,7 +911,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -919,7 +919,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464500.json b/landing/lenses/464500.json index 2a0ec866f1af456ef0f90eea3d743a6e3cf37fd7..2a6452c7556267f0ae244b5701ff0291bbaef030 100644 --- a/landing/lenses/464500.json +++ b/landing/lenses/464500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -569,14 +569,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -696,15 +696,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -729,8 +729,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -742,7 +742,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -762,8 +762,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -775,17 +775,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -795,7 +795,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -820,7 +820,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -854,7 +854,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -863,7 +863,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -876,10 +876,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -895,10 +895,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -922,10 +922,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -936,7 +936,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -944,7 +944,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -960,7 +960,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1212,88 +1212,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:45746ab9eab4", - "target": "464500", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/464580.json b/landing/lenses/464580.json index 58a37ec1a27b8aa774d1d98b2b2c55fcb9784ef8..b8d86a168df1ba3dfcd48cb4cc9858828af072b2 100644 --- a/landing/lenses/464580.json +++ b/landing/lenses/464580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/464680.json b/landing/lenses/464680.json index 249dba90b0f7f22222fcdcb5592d7ee692ad9ea1..1284ed4ca8879ff066336effa2449cee7616837d 100644 --- a/landing/lenses/464680.json +++ b/landing/lenses/464680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-08", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,7 +537,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-08", "period": null, "status": "derived", @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-06-08", "period": null, "status": "observed", @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465320.json b/landing/lenses/465320.json index dde76ba4b49b85d8dff9125608d40214e450a394..97739c6774c2e1f0f2ec8a457dfbdc10e6df8e8a 100644 --- a/landing/lenses/465320.json +++ b/landing/lenses/465320.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-09-14", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465480.json b/landing/lenses/465480.json index e4f44c79a159a89b68741a590403c7da71afcb4e..4c9f075f75637ec98d472cf67c45db71719229dc 100644 --- a/landing/lenses/465480.json +++ b/landing/lenses/465480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/465770.json b/landing/lenses/465770.json index 93247d1dcc533d2b8d9342263dc32bdd35b7272f..109a69c823fca374ab136dccc1ad1d39a3b89811 100644 --- a/landing/lenses/465770.json +++ b/landing/lenses/465770.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -114,7 +114,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -134,7 +134,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -155,7 +155,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -491,13 +491,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -559,7 +559,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -578,7 +578,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -597,7 +597,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -616,7 +616,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -770,14 +770,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -897,10 +897,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -985,8 +985,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1077,10 +1077,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1096,10 +1096,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1114,10 +1114,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1137,7 +1137,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1145,7 +1145,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1153,7 +1153,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466100.json b/landing/lenses/466100.json index 82ade4334a105616c558c6655d896856ce05a268..6171bec2007337f5e6006a6d3b5519e2fa74f838 100644 --- a/landing/lenses/466100.json +++ b/landing/lenses/466100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466410.json b/landing/lenses/466410.json index d70b479dfc63ee6e967af96082fa586bd34a1c8e..c7b45294cf36235bcff8042f2bba7fb52a145b28 100644 --- a/landing/lenses/466410.json +++ b/landing/lenses/466410.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466690.json b/landing/lenses/466690.json index 15f274fcf2c1b8051b149baffeaec3c9974d1757..9edab3a7e644d06121af8d459986b864ea6f951f 100644 --- a/landing/lenses/466690.json +++ b/landing/lenses/466690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -513,8 +513,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -544,10 +544,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -557,7 +557,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/466910.json b/landing/lenses/466910.json index 3093464564dae676ce92d7d174329cba48115ec9..b6f3409fdafbc2dbd3dc68ce5edcc924470b9e7b 100644 --- a/landing/lenses/466910.json +++ b/landing/lenses/466910.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025Q4", "earliestPeriod": "2023Q4", @@ -42,10 +42,10 @@ "representative": "2025Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025Q4", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -240,13 +240,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -411,14 +411,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -533,10 +533,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-22", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -565,7 +565,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-22", "period": null, "status": "derived", @@ -585,7 +585,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-04-22", "period": null, "status": "observed", @@ -673,10 +673,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -692,10 +692,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -719,10 +719,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -737,10 +737,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -791,7 +791,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/467930.json b/landing/lenses/467930.json index cee969fac34242fe737ba1b43f735062fec2ed19..64785d8eb6e1800de62303e5d8776f64ae176b30 100644 --- a/landing/lenses/467930.json +++ b/landing/lenses/467930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-27", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-27", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-07-27", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468530.json b/landing/lenses/468530.json index e72bb4366067c35ea9d35ab243c3171ca58e3c7e..5c0a56ed6b3266e4b7a0ce0f1ff96511a947faaa 100644 --- a/landing/lenses/468530.json +++ b/landing/lenses/468530.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/468670.json b/landing/lenses/468670.json index 817f0650d12c51c430be04a46b4c368a308f5cfc..b83e06c1af043d9b87e469e0f697631781e1c338 100644 --- a/landing/lenses/468670.json +++ b/landing/lenses/468670.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,7 +333,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/468760.json b/landing/lenses/468760.json index 6ecb2433a6def9c51acffdc73a00940d011e8b3c..4d0e33f34d7e2ac2e2d736fe90023b1438a1bd11 100644 --- a/landing/lenses/468760.json +++ b/landing/lenses/468760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -419,14 +419,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -541,10 +541,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, "status": "derived", @@ -593,7 +593,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-06-30", "period": null, "status": "observed", @@ -681,10 +681,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -700,10 +700,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -727,10 +727,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -745,10 +745,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -799,7 +799,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469480.json b/landing/lenses/469480.json index 7c9b85a058b3eff0a1467921271328b06ca3ce4b..219c8f7fea535561fc134816274e9c83f8aa336e 100644 --- a/landing/lenses/469480.json +++ b/landing/lenses/469480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -57,7 +57,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 19.07, + "value": 19.28, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -209,7 +209,7 @@ { "id": "debtRatio", "label": "부채비율", - "value": 19.07, + "value": 19.28, "unit": "%", "direction": "positive", "scoreContribution": 1, @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -276,7 +276,7 @@ { "id": "axis.자본구조", "label": "자본구조", - "value": 7.3, + "value": 7.28, "unit": "riskScore", "direction": "negative", "weight": 20, @@ -291,7 +291,7 @@ "kind": "creditAxis", "sourceRef": "dartlab://credit/469480/axes/자본구조", "status": "derived", - "detail": "위험점수 7.30, 가중치 20%" + "detail": "위험점수 7.28, 가중치 20%" }, { "id": "credit.axis.유동성", @@ -371,7 +371,7 @@ "gradeHistory": [ { "period": "2026", - "score": 0.64, + "score": 0.65, "grade": "AAA", "pdEstimate": 0.0 } @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469610.json b/landing/lenses/469610.json index c123a6ab0a30503634249d7362682cbaf709523c..b2ba0c5d6e05e3df98238c0641f26cd79ddbe1cb 100644 --- a/landing/lenses/469610.json +++ b/landing/lenses/469610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469750.json b/landing/lenses/469750.json index cb25b193118b4c3867d28b66c32ae735451fd96c..4091ec45e2f0a0a23965b3f75f11055d395c1b38 100644 --- a/landing/lenses/469750.json +++ b/landing/lenses/469750.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -534,10 +534,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -566,8 +566,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -584,10 +584,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -597,7 +597,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -606,7 +606,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -674,10 +674,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -693,10 +693,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -724,7 +724,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469880.json b/landing/lenses/469880.json index a3ece1b3b2d5a4b520cfddaae8cd7a931dece786..0cc086215d925f56e865cb4cac0c1d4a30556be0 100644 --- a/landing/lenses/469880.json +++ b/landing/lenses/469880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-07-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-07-30", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2026-07-30", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/469900.json b/landing/lenses/469900.json index 871ee9e982fcb2c3e743dd34e24276bf4769078e..f8acfc482f1ac630a63b44a52e9508b0583957f1 100644 --- a/landing/lenses/469900.json +++ b/landing/lenses/469900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-12", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471050.json b/landing/lenses/471050.json index 74497747a050d3def4aa982d5f645c814e3a60d9..49bf0211d40be67ed4bcc5625b2711dce0f0e6ed 100644 --- a/landing/lenses/471050.json +++ b/landing/lenses/471050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-08-31", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/471820.json b/landing/lenses/471820.json index 2e654aadb989aaa7305f06fb89d7f0a54295edf8..5c58b7eee5156b27eb8fc94b710e5dc085fce2a5 100644 --- a/landing/lenses/471820.json +++ b/landing/lenses/471820.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472220.json b/landing/lenses/472220.json index 274ab8ef399d45332a409bf95c6ac10fb4f1d354..5c3dd954efe09954dae2fa6e78a0c56d4a916468 100644 --- a/landing/lenses/472220.json +++ b/landing/lenses/472220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2023Q4", @@ -44,10 +44,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -242,13 +242,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -403,14 +403,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -525,10 +525,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -557,7 +557,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -577,7 +577,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -665,10 +665,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -684,10 +684,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -711,10 +711,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -729,10 +729,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472230.json b/landing/lenses/472230.json index c3461c683b948f43ec544726afba83634c824961..412ec17a484ead27269e4ef93738ee7d64bf19af 100644 --- a/landing/lenses/472230.json +++ b/landing/lenses/472230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/472850.json b/landing/lenses/472850.json index a853db58874e090a74ae6899f1be77e5591d4d05..385d05359f4df92e3cdd539211c8dc471419b612 100644 --- a/landing/lenses/472850.json +++ b/landing/lenses/472850.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,7 +808,7 @@ "pdEstimate": 0.08, "notchAdjustment": null, "divergenceExplanation": [ - "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.98%). 최근 주가 하락이 반영된 결과", + "주가 기반 CHS 모델이 +1.4점 하향 (PD 3.72%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/473000.json b/landing/lenses/473000.json index 930ae091f6d1777e4c454a9413f495af94dae1fc..7e1e04dc537d31859a1787d6254b156df3557acc 100644 --- a/landing/lenses/473000.json +++ b/landing/lenses/473000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473050.json b/landing/lenses/473050.json index f346ee01e00704c30f66facf8ff529349ade4768..46340a4f45d5df67ebe0e32f30e75dfc65e49502 100644 --- a/landing/lenses/473050.json +++ b/landing/lenses/473050.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2026-10-08", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473950.json b/landing/lenses/473950.json index 9e14a564b1cef0e40e0fe99b5f3cc0ab85a86fb8..23217ae8bc052fed792f0323bc168b67a47579b9 100644 --- a/landing/lenses/473950.json +++ b/landing/lenses/473950.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/473980.json b/landing/lenses/473980.json index cf7453ec9707764e67cd72309d8d621cb553ec5a..564e0b07541938c3f641f786ecccf0506f445c91 100644 --- a/landing/lenses/473980.json +++ b/landing/lenses/473980.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -644,8 +644,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474170.json b/landing/lenses/474170.json index 39fdd4b6b1cc933bf4902d92b13dc686f2997a33..ed5a655aabbfe917400aa46c253dc4397d4867b4 100644 --- a/landing/lenses/474170.json +++ b/landing/lenses/474170.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474490.json b/landing/lenses/474490.json index 5e1cd5f19f1c9573241fe8500c974748b1479a45..294300e1d0c8cf2df6d6d2b1a78eef45d777d0ca 100644 --- a/landing/lenses/474490.json +++ b/landing/lenses/474490.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474610.json b/landing/lenses/474610.json index e18d597602ba3da6cacb4c3378a5a06490c36e02..56e9c58383e575ad1c6a7f6293decec9dc532b2d 100644 --- a/landing/lenses/474610.json +++ b/landing/lenses/474610.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,8 +529,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,10 +560,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474650.json b/landing/lenses/474650.json index 97e2fb515fb3e2bd407ac341b2b44a60b28d7604..480e2bbac36a0d274d82058a0dd115b1ab1be880 100644 --- a/landing/lenses/474650.json +++ b/landing/lenses/474650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -42,10 +42,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -97,7 +97,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -119,7 +119,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024Q4", "status": "derived", @@ -140,7 +140,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024Q4", @@ -162,7 +162,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024Q4", "status": "derived", @@ -391,13 +391,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -562,14 +562,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -689,10 +689,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -708,8 +708,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -721,8 +721,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -739,10 +739,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -752,7 +752,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -761,7 +761,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -829,10 +829,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -848,10 +848,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -871,7 +871,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -879,7 +879,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474660.json b/landing/lenses/474660.json index 207ae4989fccaa57e303ea47ca9a128f546fa944..d882072d2be58be254c20eefb0589acbad929107 100644 --- a/landing/lenses/474660.json +++ b/landing/lenses/474660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/474930.json b/landing/lenses/474930.json index be435d72e17bd23452f4e9bc2a9fda4bd10fc313..7cb3d1cce6dc6dd87ac05486e025cc25a90c87d2 100644 --- a/landing/lenses/474930.json +++ b/landing/lenses/474930.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475040.json b/landing/lenses/475040.json index b1284856c705db07d2eea03001ee1fa82e8dd739..681997924b4309ad38c0feb45cb042a919557a9b 100644 --- a/landing/lenses/475040.json +++ b/landing/lenses/475040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -573,14 +573,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -695,10 +695,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -741,7 +741,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -761,8 +761,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -783,8 +783,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -819,7 +819,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -875,10 +875,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -921,10 +921,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -939,10 +939,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -953,7 +953,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -961,7 +961,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -977,7 +977,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -993,7 +993,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1337,7 +1337,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1359,7 +1359,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1377,8 +1377,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475150.json b/landing/lenses/475150.json index 3424df7252c004045c69cac7cb9bbfe8917ff49d..5401d48461fda631eb785c58fd9fd5fcd471351c 100644 --- a/landing/lenses/475150.json +++ b/landing/lenses/475150.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -143,7 +143,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -164,7 +164,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -205,7 +205,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -225,7 +225,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -246,7 +246,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -266,7 +266,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -550,13 +550,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -618,7 +618,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -637,7 +637,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -656,7 +656,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -675,7 +675,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -823,14 +823,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -950,10 +950,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -996,7 +996,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1016,8 +1016,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1038,8 +1038,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1074,7 +1074,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1130,10 +1130,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1149,10 +1149,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1172,7 +1172,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1180,7 +1180,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1367,7 +1367,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1389,7 +1389,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1407,8 +1407,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/475230.json b/landing/lenses/475230.json index 12b40886e5c5ff84c1ffdded5dd41cb142904e90..59c0439ba533714b9a3b35aea5d6118a09e526bc 100644 --- a/landing/lenses/475230.json +++ b/landing/lenses/475230.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475240.json b/landing/lenses/475240.json index 08d2028c928ceb71be7e06ee7e52340a2e41e5ae..4a3934e239b45c16b663910e9de5af818cfd635b 100644 --- a/landing/lenses/475240.json +++ b/landing/lenses/475240.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475250.json b/landing/lenses/475250.json index e83a361701f627e4c995edb26fadbf67fa08b9b5..e3e0eae69eb470eaf93bc1a9bb645f1833125515 100644 --- a/landing/lenses/475250.json +++ b/landing/lenses/475250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475400.json b/landing/lenses/475400.json index 7a94cc6c16d75bacd9e98cfa9138790bf2ab62f7..0734695edd1ad5ef5ac192cba4c4546b24f86687 100644 --- a/landing/lenses/475400.json +++ b/landing/lenses/475400.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475430.json b/landing/lenses/475430.json index bb599483419c62349a18f2a7e5229039792cff32..b9899918af692f6d87b7de54396df44ff1eb2d56 100644 --- a/landing/lenses/475430.json +++ b/landing/lenses/475430.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475460.json b/landing/lenses/475460.json index 6d1d8614a43c4d7fad0532b6ba1777790943503f..f75c298f202456752d230eaee494a836c0f196c3 100644 --- a/landing/lenses/475460.json +++ b/landing/lenses/475460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475560.json b/landing/lenses/475560.json index 657064e79992bbaf452c95b4619cb4314df804bd..c00d30facb80b63f84912ba69905f88f99b71460 100644 --- a/landing/lenses/475560.json +++ b/landing/lenses/475560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475580.json b/landing/lenses/475580.json index 6d5eeed5351ee0bec5d24f1267f78569345e0eac..528cd024ca950c58ebd0d966d95c67b06dc29871 100644 --- a/landing/lenses/475580.json +++ b/landing/lenses/475580.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -298,13 +298,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -463,14 +463,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -590,10 +590,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -622,8 +622,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,8 +642,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -662,7 +662,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -730,10 +730,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -749,10 +749,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -772,7 +772,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -780,7 +780,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475660.json b/landing/lenses/475660.json index 0228f1d4b479cd3002953b2df049fa88d53e6794..1b10ee5716cc5771b1143a4d89263f696432f89f 100644 --- a/landing/lenses/475660.json +++ b/landing/lenses/475660.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475830.json b/landing/lenses/475830.json index 31154ec9644855047b08dd4437a1e9b59c6292dc..6e4c1bde808207973a432c43c1f5939d85c37169 100644 --- a/landing/lenses/475830.json +++ b/landing/lenses/475830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/475960.json b/landing/lenses/475960.json index e2f63af01e71518ad9f8d4028ab1434ed9cfd0c5..8b21a6a10f9aced8496c5348dda65b168c56859d 100644 --- a/landing/lenses/475960.json +++ b/landing/lenses/475960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476040.json b/landing/lenses/476040.json index 15981078c3dfc5926df4c89f6651f7cecdc75a3e..f3216f9a16a37fd953f1c324bbb4d49ad51eb6be 100644 --- a/landing/lenses/476040.json +++ b/landing/lenses/476040.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476060.json b/landing/lenses/476060.json index 7b8bf3c1c8ddd01c5304b2798dac19f972718cad..1880889ad1e9bed7c94435f0516a64f740fb01ac 100644 --- a/landing/lenses/476060.json +++ b/landing/lenses/476060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476080.json b/landing/lenses/476080.json index c3b020efcb52c3d8a389a7549838dc26dcf8cf8b..70c95dfd9811a080d6512095d9980540e5b7df02 100644 --- a/landing/lenses/476080.json +++ b/landing/lenses/476080.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -231,13 +231,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -413,14 +413,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,10 +540,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -573,7 +573,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -586,7 +586,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -606,8 +606,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -628,8 +628,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -639,7 +639,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -720,10 +720,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -739,10 +739,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -762,7 +762,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -770,7 +770,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/476830.json b/landing/lenses/476830.json index 85b65e79d2261445befac73fe146a05cd48d874d..7627df23710a34e1858f4e6494a02cb4fd0af1a6 100644 --- a/landing/lenses/476830.json +++ b/landing/lenses/476830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -105,7 +105,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -125,7 +125,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -146,7 +146,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2024", @@ -166,7 +166,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -418,13 +418,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -607,14 +607,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -734,10 +734,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -766,8 +766,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -786,8 +786,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -806,7 +806,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477340.json b/landing/lenses/477340.json index b3af9211e1efd7702588e253a2d4d09eb69c2e0d..3d4e022403fa0402f217c657f97eef994f9087f2 100644 --- a/landing/lenses/477340.json +++ b/landing/lenses/477340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,8 +526,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -546,8 +546,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -566,7 +566,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477380.json b/landing/lenses/477380.json index db9d9565756cfc67d49d65e096d37f3f0ade650e..b6f99aa5522b0815b70c856fbe28092a7d84d530 100644 --- a/landing/lenses/477380.json +++ b/landing/lenses/477380.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477470.json b/landing/lenses/477470.json index df8fbac8d72ff08b722d7ddad1970c4d715a8eb2..e0d1781cc4253bfcced20fa4d4ea1d1ac2c67554 100644 --- a/landing/lenses/477470.json +++ b/landing/lenses/477470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477760.json b/landing/lenses/477760.json index b0a321d9cc4e14e9da82122ca49ce729b3d4623d..ebee19dcb070f6107a91c94a9124e706b0a70fba 100644 --- a/landing/lenses/477760.json +++ b/landing/lenses/477760.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/477850.json b/landing/lenses/477850.json index 9045a1e81b0f5fde29f8a98a511d5c2022698167..1b2f1a82b0080935e7f717a17d0439caaf958c47 100644 --- a/landing/lenses/477850.json +++ b/landing/lenses/477850.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -410,8 +410,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -441,10 +441,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -454,7 +454,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/478110.json b/landing/lenses/478110.json index 0c1128dcb1a3304f1157e5f677da32375ff7e1ea..134e003fc35d74deec8ccd789437dd274e19571b 100644 --- a/landing/lenses/478110.json +++ b/landing/lenses/478110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -532,8 +532,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -563,10 +563,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -576,7 +576,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478340.json b/landing/lenses/478340.json index 33ac218324f730eb1ad3f227433bfbb65866d8b1..6e7fcb08632575cf59d97cb887d75677ff087913 100644 --- a/landing/lenses/478340.json +++ b/landing/lenses/478340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478390.json b/landing/lenses/478390.json index 932a4a619a88ed9501fc272efb5cb96f7d9e3c6d..4df62540cb60aadcbe52f34dbdcf3829615ed3b7 100644 --- a/landing/lenses/478390.json +++ b/landing/lenses/478390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478440.json b/landing/lenses/478440.json index 6aa7561201845171e5c854ec0fb43a94fb28fc9e..7f6632c3f28dce5ed137e675e4249f354c5bddbb 100644 --- a/landing/lenses/478440.json +++ b/landing/lenses/478440.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,14 +391,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -513,10 +513,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -565,8 +565,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -585,7 +585,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -653,10 +653,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -672,10 +672,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -699,10 +699,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -717,10 +717,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/478560.json b/landing/lenses/478560.json index 3bd6e8615447fdcf98c088b576244b8be2601198..115519b5a423bd11ecc868e83df33e1c0a428723 100644 --- a/landing/lenses/478560.json +++ b/landing/lenses/478560.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -381,14 +381,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -508,10 +508,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -560,8 +560,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -580,7 +580,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -648,10 +648,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -667,10 +667,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -690,7 +690,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -698,7 +698,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479880.json b/landing/lenses/479880.json index bdbe65aa12646a83d03339437ae97dbc66508c0e..a66a3754c7b0976e1a094984a4d118a488018b12 100644 --- a/landing/lenses/479880.json +++ b/landing/lenses/479880.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/479960.json b/landing/lenses/479960.json index f666206bca1f993d05bf1f087cef22783820a560..7ca9113e465bd9670dd7c233e7dc3d4f3a126cc0 100644 --- a/landing/lenses/479960.json +++ b/landing/lenses/479960.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/480370.json b/landing/lenses/480370.json index 52f9e65f3459f4bd665172a679d174439f55f540..e6d5a883c5680eb95e9bfd6d2b4d13dee1a49c4b 100644 --- a/landing/lenses/480370.json +++ b/landing/lenses/480370.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -465,14 +465,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -592,10 +592,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -611,8 +611,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -624,8 +624,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -642,10 +642,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -655,7 +655,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.25 } ], "evidence": [ @@ -664,7 +664,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -732,10 +732,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -751,10 +751,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -774,7 +774,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -782,7 +782,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481070.json b/landing/lenses/481070.json index 40110f3d6de4fc17024f07525803d40dca83c81c..1ef4fbc030c4b0816229c68007eed7f8e564b722 100644 --- a/landing/lenses/481070.json +++ b/landing/lenses/481070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -775,7 +775,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -783,7 +783,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/481890.json b/landing/lenses/481890.json index 23f4a941b7ee8b77eb89a216a948b4ccbfa0c846..75fd41aa8ba8ad72ddae4fac14981c09a50d3bd4 100644 --- a/landing/lenses/481890.json +++ b/landing/lenses/481890.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -548,8 +548,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -561,8 +561,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -579,10 +579,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -592,7 +592,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.5 } ], "evidence": [ @@ -601,7 +601,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482520.json b/landing/lenses/482520.json index b8529e3cd2be8c403de89a3a725c47226a4655d6..036b6f20685ac6aad11401fdcb2f4ea900e97e1a 100644 --- a/landing/lenses/482520.json +++ b/landing/lenses/482520.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -372,14 +372,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -494,10 +494,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,7 +526,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, "status": "derived", @@ -546,7 +546,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-18", "period": null, "status": "observed", @@ -634,10 +634,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -653,10 +653,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -680,10 +680,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -698,10 +698,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -712,7 +712,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -720,7 +720,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -736,7 +736,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -752,7 +752,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482630.json b/landing/lenses/482630.json index a48b58740a20a9d6f7101fb68e2e2ef8775f9f16..73dc4256de1f899bf0b367b859352bc9dd71899d 100644 --- a/landing/lenses/482630.json +++ b/landing/lenses/482630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -712,10 +712,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -726,7 +726,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -750,7 +750,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482680.json b/landing/lenses/482680.json index c03af50366aa82a5a377b478c4d519a4323d7267..74c10cee160a923ac50ffb6556e55ad7c12ce25d 100644 --- a/landing/lenses/482680.json +++ b/landing/lenses/482680.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -40,10 +40,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -236,13 +236,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -407,14 +407,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -529,10 +529,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-12", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -561,7 +561,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-12", "period": null, "status": "derived", @@ -581,7 +581,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-05-12", "period": null, "status": "observed", @@ -669,10 +669,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -688,10 +688,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -715,10 +715,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -733,10 +733,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -755,7 +755,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -771,7 +771,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -787,7 +787,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/482690.json b/landing/lenses/482690.json index 65bc09c14ddf196a2d42f14d80b5b2eae1bbaed1..4e8db3084edee2806e3e7195f4951e5cdd9c1bc3 100644 --- a/landing/lenses/482690.json +++ b/landing/lenses/482690.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/483350.json b/landing/lenses/483350.json index acb185615236d94478fd7c5e51151970c071ae5f..56df563314766584ff7f5173b2e01f9c5fedb26d 100644 --- a/landing/lenses/483350.json +++ b/landing/lenses/483350.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/483650.json b/landing/lenses/483650.json index 02095a40191ebf0cd6493b239147d685755c65f1..f0a94d3354224123d1c3bec98b21584c11c1e2f6 100644 --- a/landing/lenses/483650.json +++ b/landing/lenses/483650.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -369,7 +369,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -388,7 +388,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -407,7 +407,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -426,7 +426,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -694,10 +694,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -782,8 +782,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -916,7 +916,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -924,7 +924,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1146,7 +1146,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1164,8 +1164,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/484120.json b/landing/lenses/484120.json index 240bb3e74ef154b930d44d8e6f7804e221942f49..2206fa07d04884d1e132ece947bbd03b94bf531a 100644 --- a/landing/lenses/484120.json +++ b/landing/lenses/484120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -545,8 +545,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.25, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,10 +576,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.25 + "value": 0.0 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484130.json b/landing/lenses/484130.json index 8b05db5fb4e82d0f479a42ba47078e7f8453f9b1..1c9441ca65af8adf5c70c4480de4343bf3fa6688 100644 --- a/landing/lenses/484130.json +++ b/landing/lenses/484130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484590.json b/landing/lenses/484590.json index 5593509bc2604ae3783dc04591cc07bff854d3c7..2a9ba8e596e6f63d628652bb0f459ced18de349d 100644 --- a/landing/lenses/484590.json +++ b/landing/lenses/484590.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484810.json b/landing/lenses/484810.json index 6e1c6541c86aa2efed0220281b6997611b8f7152..d44ec5613d06d352c80c95348ddebe889b8a9309 100644 --- a/landing/lenses/484810.json +++ b/landing/lenses/484810.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/484870.json b/landing/lenses/484870.json index 07c7ecebd8e489ad662da1f9d6ec679970197820..d4f711c34b9393121b12be2a1368f5c2c6ddd454 100644 --- a/landing/lenses/484870.json +++ b/landing/lenses/484870.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486510.json b/landing/lenses/486510.json index dad83adcb426530e2bb9d7408a8798f407a31699..f739fe0ddf4195172ec3d9c6bba5d5e543d7733d 100644 --- a/landing/lenses/486510.json +++ b/landing/lenses/486510.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -333,8 +333,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -364,10 +364,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -377,7 +377,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/486630.json b/landing/lenses/486630.json index 731c604dff2d8c1ab0b552088113cb0aa81339a2..2f3b0b45ce2e57a1ae649b2f7deb4cd1d05b241b 100644 --- a/landing/lenses/486630.json +++ b/landing/lenses/486630.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/486990.json b/landing/lenses/486990.json index e85e1565536c7d636e9880bf91ed2aa12c681887..15160dcd2a1c473df6cd28587dc9b134f6a62b31 100644 --- a/landing/lenses/486990.json +++ b/landing/lenses/486990.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487360.json b/landing/lenses/487360.json index d36f60a495997d0d6d997eaea00968724a992b40..e30bff9d00645afad1c552a46feb611cf9619d49 100644 --- a/landing/lenses/487360.json +++ b/landing/lenses/487360.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487400.json b/landing/lenses/487400.json index 7f68f67f63429f52d72ed4caa18451a9732d8878..3e2160c54d7b9818df3b258a23ad4f271c4ab85f 100644 --- a/landing/lenses/487400.json +++ b/landing/lenses/487400.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487570.json b/landing/lenses/487570.json index 165c9a160d9d1d0f58be5d78c2f212912504dd82..9ac6a165b7a21d3f32fd65e5d7302d7a5e5f65bb 100644 --- a/landing/lenses/487570.json +++ b/landing/lenses/487570.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -300,13 +300,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -368,7 +368,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -387,7 +387,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -406,7 +406,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -425,7 +425,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -567,14 +567,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -694,15 +694,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -727,8 +727,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -740,7 +740,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -760,8 +760,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -773,17 +773,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -793,7 +793,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.5 } ], "evidence": [ @@ -818,7 +818,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -846,13 +846,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -861,7 +861,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -874,10 +874,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -893,10 +893,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -911,10 +911,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -929,10 +929,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -943,7 +943,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -951,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -959,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -975,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1257,88 +1257,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:f7c30dea225d", - "target": "487570", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/487580.json b/landing/lenses/487580.json index 815856eb5db11eaa4c3e79bca0ac1b09db65e4b2..e6e16dbb1f6e5980287b5623609e89adbc03d13c 100644 --- a/landing/lenses/487580.json +++ b/landing/lenses/487580.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,13 +192,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -269,14 +269,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -391,10 +391,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -423,8 +423,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -443,8 +443,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -463,7 +463,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -531,10 +531,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -550,10 +550,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -577,10 +577,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -595,10 +595,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -609,7 +609,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -617,7 +617,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -633,7 +633,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -649,7 +649,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/487720.json b/landing/lenses/487720.json index 4293e6ea2e5276fc8e7be7199715473e81e0d6f0..7b7cea79f8afd2d3fd0f43ebdf94ee057a36f76e 100644 --- a/landing/lenses/487720.json +++ b/landing/lenses/487720.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/487830.json b/landing/lenses/487830.json index f02bfca46b7840cc5870b2429897f8142e2d0048..f50082ab13a24767a2e8f7537df80f28c57e2928 100644 --- a/landing/lenses/487830.json +++ b/landing/lenses/487830.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": -0.5, + "direction": "negative", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": -0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488060.json b/landing/lenses/488060.json index 1b65a1f023f7be15cef1a47261c7805287de9530..73759c36d6f49dad449e992288f8b753f56aec54 100644 --- a/landing/lenses/488060.json +++ b/landing/lenses/488060.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488280.json b/landing/lenses/488280.json index 5b2c43534a688c59571249ddd3e2c4ddc6dcf82a..6ac1a93481d8014e53b0350d14c5cd343676fff2 100644 --- a/landing/lenses/488280.json +++ b/landing/lenses/488280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/488900.json b/landing/lenses/488900.json index 639cd0b31dd5a9888b4c6108a6454a6d2f86b2ed..73fcc77859d3dfb2d68103ce3d9c9087189fe140 100644 --- a/landing/lenses/488900.json +++ b/landing/lenses/488900.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -232,13 +232,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -397,14 +397,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -524,10 +524,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -543,7 +543,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -556,8 +556,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -576,8 +576,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -587,7 +587,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -596,7 +596,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -664,10 +664,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -683,10 +683,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -701,10 +701,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" } ], @@ -715,7 +715,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489210.json b/landing/lenses/489210.json index 05f76f336fbb9605386b051ac2b946f703a985d4..a3dff97b1330885862088c6b6dffc57e68681826 100644 --- a/landing/lenses/489210.json +++ b/landing/lenses/489210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -557,8 +557,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489460.json b/landing/lenses/489460.json index bf743bd729cdec373a9531b361b8a5a6bcc7b660..262927b2e1c81489e854256a13a88c764bea28a8 100644 --- a/landing/lenses/489460.json +++ b/landing/lenses/489460.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -545,7 +545,7 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, + "score": 0.25, "direction": "positive", "sourceRef": "price.score" } @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -589,7 +589,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.25 } ], "evidence": [ @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -703,10 +703,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -721,10 +721,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -735,7 +735,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -743,7 +743,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -751,7 +751,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489480.json b/landing/lenses/489480.json index d6b2be1d7798af2a87ddb821d404e3008f4e2e95..230dcda28638cd813bbeefc06eda9a83e8abeb26 100644 --- a/landing/lenses/489480.json +++ b/landing/lenses/489480.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,7 +553,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, "status": "derived", @@ -573,7 +573,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2026-09-10", "period": null, "status": "observed", @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489500.json b/landing/lenses/489500.json index d1b9c4afff628b9d654960539750023c75cff450..313923a5857a56cd72fc131e2ea5bcd742330f6b 100644 --- a/landing/lenses/489500.json +++ b/landing/lenses/489500.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -779,10 +779,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -793,7 +793,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -801,7 +801,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -817,7 +817,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489730.json b/landing/lenses/489730.json index c9ede270b0b2464afe93de3a687536460c7325e0..a45136486c1dc58ba6df6247d0a01f1ad53eac62 100644 --- a/landing/lenses/489730.json +++ b/landing/lenses/489730.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/489790.json b/landing/lenses/489790.json index ccfb6859199e5fdc043dc07ce833218a35bca226..9af6c6ea25c58fc62f6bf135fe961f93ad02608c 100644 --- a/landing/lenses/489790.json +++ b/landing/lenses/489790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -298,18 +298,18 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { "label": "dCR-BBB", - "summary": "dCR 위험점수 31.77, 전망 안정적, 유효 축 가중치 85.0%입니다." + "summary": "dCR 위험점수 29.52, 전망 안정적, 유효 축 가중치 85.0%입니다." }, "confidence": { "level": "medium", @@ -366,7 +366,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -385,7 +385,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -404,7 +404,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -423,7 +423,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -493,14 +493,14 @@ "id": "base", "label": "기준", "grade": "dCR-BBB", - "score": 31.77, + "score": 29.52, "assumptions": {} }, { "id": "moderateStress", "label": "중간 하방 스트레스", - "grade": "dCR-BBB-", - "score": 32.83, + "grade": "dCR-BBB", + "score": 30.58, "assumptions": { "scenarioStress": "moderate" } @@ -516,11 +516,6 @@ "id": "weakAxisDeterioration", "condition": "채무상환능력 위험점수가 현재보다 10점 이상 상승하면 결론을 다시 평가합니다.", "sourceRef": "axes.채무상환능력" - }, - { - "id": "stressDowngrade", - "condition": "중간 하방 스트레스에서 dCR-BBB-로 하락하는 경로가 현실화될 때", - "sourceRef": "scenarios.moderateStress" } ], "payload": { @@ -562,7 +557,6 @@ "divergenceExplanation": [ "채무상환능력 축이 51점으로 등급 하방 압력", "FCF 음수(OCF 양수) - 대규모 투자(CAPEX) 사이클 중. 투자와 부실을 정량으로 구분 불가", - "주가 기반 CHS 모델이 +1.4점 하향 (PD 8.22%). 최근 주가 하락이 반영된 결과", "dartlab dCR은 공시 정량 데이터 기반. 시장 지위, 경영진, 그룹 지원 등 정성 요소는 미반영" ] } @@ -577,14 +571,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -699,15 +693,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { - "label": "펀더멘털 개선 미반영", - "summary": "공시 이익 변화는 개선 방향이지만 가격 반응은 약합니다. 미반영 기회와 시장의 선행 위험 판단을 함께 확인해야 합니다." + "label": "펀더멘털과 가격 확인", + "summary": "공시 이익 변화와 가격 반응이 같은 개선 방향을 가리킵니다. 이후 실적에서 개선 지속 여부가 핵심입니다." }, "confidence": { "level": "high", @@ -732,8 +726,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.25, + "direction": "positive", "sourceRef": "price.score" } ], @@ -745,7 +739,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -765,8 +759,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -778,17 +772,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "underReaction" + "relation": "confirmation" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -798,7 +792,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.25 } ], "evidence": [ @@ -823,7 +817,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -851,13 +845,13 @@ { "id": "reversal", "condition": "다음 공시 이익 또는 가격 추세가 현재 방향을 반전", - "classification": "reassessment" + "classification": "inconclusive" } ], "falsifiers": [ { "id": "classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" + "condition": "다음 실적이 악화되거나 가격이 추세를 이탈함" } ], "payload": { @@ -866,7 +860,7 @@ "expectation", "price" ], - "classification": "underReaction" + "classification": "confirmation" } }, "macro": { @@ -879,10 +873,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -898,10 +892,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -925,10 +919,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -943,10 +937,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -957,7 +951,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -965,7 +959,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -981,7 +975,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -997,7 +991,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { @@ -1333,88 +1327,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:85eb2e165669", - "target": "489790", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": 1.0 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": -0.25 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "다음 실적에서 이익 개선이 소멸하거나 가격 약세의 기업 고유 원인이 확인됨" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/490470.json b/landing/lenses/490470.json index 0807d8221fda575e37ca64d1cc9e6eff3e793226..399cba96392d85ca9ca5be5b2e009905c53cd34a 100644 --- a/landing/lenses/490470.json +++ b/landing/lenses/490470.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -696,10 +696,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -710,7 +710,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -718,7 +718,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -734,7 +734,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/491000.json b/landing/lenses/491000.json index 49cf3c3a08e8aa3d7ac7aad7817c0a1ccb04a1d1..236bb7363b6d581363c41076655cac80b5acfe7b 100644 --- a/landing/lenses/491000.json +++ b/landing/lenses/491000.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/492220.json b/landing/lenses/492220.json index 7df2e1c5b883f18c92a054954ffa95b9651f151a..9f82354d3f01c8caf6b10b8b2b5bb8ece6c85272 100644 --- a/landing/lenses/492220.json +++ b/landing/lenses/492220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -573,8 +573,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493280.json b/landing/lenses/493280.json index 92f28c7aa0e6499ac5d57010e6456abf9284284c..633ac0ad00a9e6727dd3545b4c9b4dc46f934fad 100644 --- a/landing/lenses/493280.json +++ b/landing/lenses/493280.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -510,10 +510,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -529,7 +529,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -542,8 +542,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -562,8 +562,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -573,7 +573,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -582,7 +582,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -650,10 +650,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -669,10 +669,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -692,7 +692,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -700,7 +700,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493330.json b/landing/lenses/493330.json index 6db3788bdd6ce95cf59d2da2734c6888e703e8b0..377c5685772a144baeb2b3c80f462ab8c0e3d7f3 100644 --- a/landing/lenses/493330.json +++ b/landing/lenses/493330.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -526,10 +526,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -558,8 +558,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -578,8 +578,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -598,7 +598,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -666,10 +666,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -685,10 +685,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -708,7 +708,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -716,7 +716,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/493790.json b/landing/lenses/493790.json index d2aac9cf786ae2e4b30590d027594fbd3641eb85..691707cf2dc8d72b32e28a47f0e03e4615b66ab1 100644 --- a/landing/lenses/493790.json +++ b/landing/lenses/493790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": 0.0 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/494120.json b/landing/lenses/494120.json index def99fec698a877396347220553c3c710a437881..a77e78a1a932d405b6844fbc6b409e36b1853f24 100644 --- a/landing/lenses/494120.json +++ b/landing/lenses/494120.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -450,14 +450,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -577,10 +577,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -596,8 +596,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -609,8 +609,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -627,10 +627,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -640,7 +640,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.0 } ], "evidence": [ @@ -649,7 +649,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -717,10 +717,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -736,10 +736,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -759,7 +759,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -767,7 +767,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/496070.json b/landing/lenses/496070.json index bd6eeb0090489e9a8aac325ceb45ca51e2671597..66b265eef9dac2e46ff512a2a441e1c788de9081 100644 --- a/landing/lenses/496070.json +++ b/landing/lenses/496070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -383,14 +383,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -505,10 +505,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -524,8 +524,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, - "direction": "negative", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -537,8 +537,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -555,10 +555,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -568,7 +568,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": 0.5 } ], "evidence": [ @@ -577,7 +577,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -645,10 +645,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -664,10 +664,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -691,10 +691,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -709,10 +709,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -723,7 +723,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -731,7 +731,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/498390.json b/landing/lenses/498390.json index 8ff19be7b93f3827bee391eb7faf0ac8cb7b1b30..fb0bc433d4d1e74f6fe1e57139c7b51a05809457 100644 --- a/landing/lenses/498390.json +++ b/landing/lenses/498390.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025Q4", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -234,13 +234,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -399,14 +399,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -521,10 +521,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -540,8 +540,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -553,8 +553,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -571,10 +571,10 @@ "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -584,7 +584,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -593,7 +593,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -661,10 +661,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -680,10 +680,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -707,10 +707,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -725,10 +725,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -739,7 +739,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -747,7 +747,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -763,7 +763,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -779,7 +779,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/499790.json b/landing/lenses/499790.json index 2ec46fce22e8e03a1f2e974d46ec75a0c7e925a0..1d687bcd5e0a9269e1c188f4b763d395ad3c1ebc 100644 --- a/landing/lenses/499790.json +++ b/landing/lenses/499790.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -38,10 +38,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -83,7 +83,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2025", @@ -101,7 +101,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -301,13 +301,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -466,14 +466,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -593,10 +593,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -625,8 +625,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -645,8 +645,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -665,7 +665,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -733,10 +733,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -752,10 +752,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -770,10 +770,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -788,10 +788,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -802,7 +802,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -810,7 +810,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -818,7 +818,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -834,7 +834,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900070.json b/landing/lenses/900070.json index 1c2936b354efe33b480fa7055ef5c5234abaf565..5b6e9df6368b512ef998814f9d3f00d83b6eafd3 100644 --- a/landing/lenses/900070.json +++ b/landing/lenses/900070.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { - "label": "괴리 판단 보류", - "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." + "label": "가격 기대 과열 가능성", + "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." }, "confidence": { "level": "medium", - "score": 61.3, + "score": 73.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.0, - "direction": "neutral", + "score": 0.5, + "direction": "positive", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "inconclusive" + "relation": "overOptimism" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "neutral", + "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.0 + "value": 0.5 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" + "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "inconclusive" + "classification": "overOptimism" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900100.json b/landing/lenses/900100.json index db6d883510150daba8b475a28eab0a770aa1c5a2..6a6bf64c29edb5b57714bbb8c63b8e32181ea72e 100644 --- a/landing/lenses/900100.json +++ b/landing/lenses/900100.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -851,14 +851,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -978,10 +978,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1024,7 +1024,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1044,8 +1044,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1102,7 +1102,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,10 +1158,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1177,10 +1177,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1195,10 +1195,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1213,10 +1213,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1227,7 +1227,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1235,7 +1235,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1243,7 +1243,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1259,7 +1259,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900110.json b/landing/lenses/900110.json index eab09206d703680636ac9c93ebda2b9474226e74..9b9be4dd04ae2bf3c809c5592311d2b2e203c0b3 100644 --- a/landing/lenses/900110.json +++ b/landing/lenses/900110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -632,13 +632,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -787,14 +787,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -914,10 +914,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -940,7 +940,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -953,7 +953,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -973,8 +973,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -994,8 +994,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1005,7 +1005,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -1022,7 +1022,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1084,10 +1084,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1103,10 +1103,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1126,7 +1126,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1134,7 +1134,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900120.json b/landing/lenses/900120.json index 95fcba057dfd8a111d34827be0eccddafe2d35fd..8186db997417637879d6559e75c863b218fc917f 100644 --- a/landing/lenses/900120.json +++ b/landing/lenses/900120.json @@ -20,40 +20,40 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, - "period": "2025", - "knowledgeBoundary": "2026-10-26" + "period": "2026", + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -107,12 +107,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 0.42, + "value": 0.52, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -133,37 +133,37 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2021", "status": "derived", @@ -184,39 +184,39 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/900120/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -235,37 +235,37 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -286,39 +286,39 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", - "earliestPeriod": "2018", + "latestPeriod": "2026", + "earliestPeriod": "2019", "periods": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ], "blockPeriods": { "representative": [ - "2018", "2019", "2020", "2021", "2022", "2023", "2024", - "2025" + "2025", + "2026" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, - "period": "2025", + "period": "2026", "status": "derived", "sourceRef": "dartlab://analysis/900120/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -561,12 +561,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 0.42, + "value": 0.52, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -602,13 +602,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -685,6 +685,12 @@ "metricsHistory" ], "gradeHistory": [ + { + "period": "2026", + "score": 0.0, + "grade": "AAA", + "pdEstimate": 0.0 + }, { "period": "2025", "score": 0.0, @@ -726,12 +732,6 @@ "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 - }, - { - "period": "2018", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -757,14 +757,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -884,10 +884,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -923,7 +923,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -943,8 +943,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -964,8 +964,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -992,7 +992,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1054,10 +1054,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1073,10 +1073,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1096,7 +1096,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1104,7 +1104,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900140.json b/landing/lenses/900140.json index 1c5b854d251ca1dba9b45f6afcb9b51fb54ac3d4..0a197a85d9962a85984dbb25a0dc7bc556c12979 100644 --- a/landing/lenses/900140.json +++ b/landing/lenses/900140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -699,7 +699,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -718,7 +718,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -737,7 +737,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -756,7 +756,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2023", "period": "2023", "status": "derived", @@ -936,14 +936,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1063,10 +1063,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1143,8 +1143,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1171,7 +1171,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1233,10 +1233,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1252,10 +1252,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1284,7 +1284,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1292,7 +1292,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900250.json b/landing/lenses/900250.json index c818475f30cc7e19e75401f419e0b7c30ed4f660..691b0013f20b4ce56ca7a04fd242646c904f4715 100644 --- a/landing/lenses/900250.json +++ b/landing/lenses/900250.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -56,10 +56,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -139,7 +139,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -175,7 +175,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -196,7 +196,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -232,7 +232,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -253,7 +253,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -289,7 +289,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -310,7 +310,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2016", @@ -346,7 +346,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -631,13 +631,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -786,14 +786,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -913,19 +913,19 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { - "label": "실적 악화 가격 반영", - "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." + "label": "괴리 판단 보류", + "summary": "펀더멘털, 기대 프록시, 가격 반응의 방향이 뚜렷하게 갈리지 않거나 필요한 근거가 부족합니다." }, "confidence": { "level": "medium", - "score": 73.3, + "score": 61.3, "method": "threeBlockCoverageAndSignalClarity" }, "drivers": [ @@ -939,8 +939,8 @@ { "id": "price", "label": "가격 반응", - "score": -0.25, - "direction": "negative", + "score": 0.0, + "direction": "neutral", "sourceRef": "price.score" } ], @@ -952,7 +952,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -972,8 +972,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,17 +984,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "deteriorationPriced" + "relation": "inconclusive" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "adverse", + "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1004,7 +1004,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.25 + "value": 0.0 } ], "evidence": [ @@ -1021,7 +1021,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1061,7 +1061,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" + "condition": "세 입력이 같은 방향으로 2회 연속 확인됨" } ], "payload": { @@ -1070,7 +1070,7 @@ "expectation", "price" ], - "classification": "deteriorationPriced" + "classification": "inconclusive" } }, "macro": { @@ -1083,10 +1083,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1102,10 +1102,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1125,7 +1125,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900260.json b/landing/lenses/900260.json index d80bbd80bf0d389f472905686c6489abf24da2c7..0791907e774d31da16a19eae1542d53b1cba4046 100644 --- a/landing/lenses/900260.json +++ b/landing/lenses/900260.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -776,14 +776,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -903,10 +903,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -942,7 +942,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -962,8 +962,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -983,8 +983,8 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1011,7 +1011,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1073,10 +1073,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1092,10 +1092,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1119,10 +1119,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1133,7 +1133,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1141,7 +1141,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900270.json b/landing/lenses/900270.json index 8516a41d3a4b66f29e082be56deb233cbe7fa3e5..6bd36eda81ab73d0b3d9ed072c6f1fb79d76709b 100644 --- a/landing/lenses/900270.json +++ b/landing/lenses/900270.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -622,13 +622,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -777,14 +777,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-26" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -904,10 +904,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -943,7 +943,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-26", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -963,8 +963,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -984,8 +984,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-26", - "dataAsOf": "2026-10-26", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1012,7 +1012,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-26", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1074,10 +1074,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-26", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-26" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1093,10 +1093,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1116,7 +1116,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1124,7 +1124,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900290.json b/landing/lenses/900290.json index 21b569eaa16c8736391dbfe3b4c5442af27f938f..68aeedd187f834f9c1302ce77559743983f1d328 100644 --- a/landing/lenses/900290.json +++ b/landing/lenses/900290.json @@ -20,13 +20,12 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", "periods": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -39,12 +38,13 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ], "blockPeriods": { "representative": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -57,17 +57,19 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, - "period": "2025", - "knowledgeBoundary": "2026-10-25" + "period": "2026Q4", + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -121,12 +123,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 75.46, + "value": 68.48, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -147,13 +149,12 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", "periods": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -166,12 +167,13 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ], "blockPeriods": { "representative": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -184,14 +186,16 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023Q4", "status": "derived", @@ -212,13 +216,12 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", "periods": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -231,12 +234,13 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ], "blockPeriods": { "representative": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -249,16 +253,18 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, - "period": "2025", + "period": "2026Q4", "status": "derived", "sourceRef": "dartlab://analysis/900290/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -277,13 +283,12 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", "periods": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -296,12 +301,13 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ], "blockPeriods": { "representative": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -314,14 +320,16 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -342,13 +350,12 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { - "latestPeriod": "2025", + "latestPeriod": "2026Q4", "earliestPeriod": "2017Q4", "periods": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -361,12 +368,13 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ], "blockPeriods": { "representative": [ "2017Q4", - "2018", "2018Q4", "2019", "2019Q4", @@ -379,16 +387,18 @@ "2023", "2023Q4", "2024", - "2025" + "2025", + "2026", + "2026Q4" ] }, "blockLatestPeriods": { - "representative": "2025" + "representative": "2026Q4" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, - "period": "2025", + "period": "2026Q4", "status": "derived", "sourceRef": "dartlab://analysis/900290/representative.blocks.earnings.growthTrend", "evidenceRefs": [ @@ -631,12 +641,12 @@ { "id": "debtRatio", "label": "부채비율", - "value": 75.46, + "value": 68.48, "unit": "%", "direction": "positive", "scoreContribution": 1, "sourceRef": "resilience.leverageTrend", - "period": "2025" + "period": "2026" }, { "id": "interestCoverage", @@ -672,13 +682,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -755,6 +765,12 @@ "metricsHistory" ], "gradeHistory": [ + { + "period": "2026", + "score": 3.97, + "grade": "AA+", + "pdEstimate": 0.01 + }, { "period": "2025", "score": 5.58, @@ -796,12 +812,6 @@ "score": 0.0, "grade": "AAA", "pdEstimate": 0.0 - }, - { - "period": "2018", - "score": 0.0, - "grade": "AAA", - "pdEstimate": 0.0 } ], "coverage": { @@ -827,14 +837,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -954,10 +964,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -993,7 +1003,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1013,8 +1023,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1034,8 +1044,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2024", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1062,7 +1072,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1124,10 +1134,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1143,10 +1153,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1166,7 +1176,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1174,7 +1184,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900300.json b/landing/lenses/900300.json index 25ba7c6143733cbfd4e0fe1d123471314e46d252..2ce85cd1a6b7974b836ab966fac40aa674f2fd8e 100644 --- a/landing/lenses/900300.json +++ b/landing/lenses/900300.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -127,7 +127,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -161,7 +161,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -182,7 +182,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -216,7 +216,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -237,7 +237,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -271,7 +271,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -541,13 +541,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -696,14 +696,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -823,10 +823,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -849,7 +849,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -862,7 +862,7 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -903,8 +903,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -914,7 +914,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -931,7 +931,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -993,10 +993,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1012,10 +1012,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1035,7 +1035,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1043,7 +1043,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900310.json b/landing/lenses/900310.json index 9c88ad03f620dd7fa31a293596b3fc8366d6d353..2e1af2019d2ff8d147a1c048e99f407cdca2afb6 100644 --- a/landing/lenses/900310.json +++ b/landing/lenses/900310.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2022", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -612,13 +612,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -767,14 +767,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -894,10 +894,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -933,7 +933,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -953,8 +953,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -974,8 +974,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1002,7 +1002,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1064,10 +1064,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1083,10 +1083,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1106,7 +1106,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1114,7 +1114,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/900340.json b/landing/lenses/900340.json index 409006e42468e3853401999574b439aad43e2d6e..f3d53cfbf8307ade1ddd68925a524a9d6a845672 100644 --- a/landing/lenses/900340.json +++ b/landing/lenses/900340.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -50,10 +50,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -123,7 +123,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -153,7 +153,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -174,7 +174,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -204,7 +204,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", "status": "derived", @@ -225,7 +225,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2019", @@ -255,7 +255,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -522,13 +522,13 @@ "version": "v4.1-TrackB-diagnostic" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -677,14 +677,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -804,10 +804,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -843,7 +843,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -863,8 +863,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -884,8 +884,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -912,7 +912,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -974,10 +974,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -993,10 +993,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1016,7 +1016,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1024,7 +1024,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950110.json b/landing/lenses/950110.json index 78e56c41e670f401048ecbafe42f511562fc131a..0bb782ae43445f7e9d0d13882d93d78c9fb277ea 100644 --- a/landing/lenses/950110.json +++ b/landing/lenses/950110.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -135,7 +135,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -167,7 +167,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -188,7 +188,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -220,7 +220,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -241,7 +241,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -273,7 +273,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -294,7 +294,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -326,7 +326,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -610,13 +610,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -678,7 +678,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -697,7 +697,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -716,7 +716,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -735,7 +735,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -919,14 +919,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "blocked", "conclusion": { @@ -1041,10 +1041,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1080,7 +1080,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2024", "period": "2024", "status": "observed", @@ -1100,7 +1100,7 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": null, "period": "2024", "status": "derived", @@ -1191,10 +1191,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1210,10 +1210,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1237,10 +1237,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -1255,10 +1255,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -1269,7 +1269,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1277,7 +1277,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1293,7 +1293,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -1309,7 +1309,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950130.json b/landing/lenses/950130.json index da29642fabaa770bf86785b7091d7cdf39093dd5..dd978801a9ddeaee4a28dfed311455f40a508840 100644 --- a/landing/lenses/950130.json +++ b/landing/lenses/950130.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -925,14 +925,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1052,10 +1052,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1098,7 +1098,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1118,8 +1118,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1140,8 +1140,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1176,7 +1176,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1232,10 +1232,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1251,10 +1251,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1274,7 +1274,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1282,7 +1282,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950140.json b/landing/lenses/950140.json index 1f2e7d017954da8f6a05e2500eadf3ca9f13d7a2..7872cc015bde03715875ead821fe97a551e15dc1 100644 --- a/landing/lenses/950140.json +++ b/landing/lenses/950140.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -54,10 +54,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -137,7 +137,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -171,7 +171,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -192,7 +192,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -226,7 +226,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -247,7 +247,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -281,7 +281,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", "status": "derived", @@ -302,7 +302,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2017", @@ -336,7 +336,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2026", "status": "derived", @@ -621,13 +621,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -689,7 +689,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -708,7 +708,7 @@ "basis": "creditNarrative", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -727,7 +727,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -746,7 +746,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -929,14 +929,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-01" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "partial", "conclusion": { @@ -1056,10 +1056,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1102,7 +1102,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-01", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1122,8 +1122,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1144,8 +1144,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-30", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1180,7 +1180,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "괴리 판정의 price 입력" } ], @@ -1236,10 +1236,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-01", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-01" }, "status": "usable", "conclusion": { @@ -1255,10 +1255,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1278,7 +1278,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1286,7 +1286,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950160.json b/landing/lenses/950160.json index 387fb8bf00afe06adf3b086f21626ae40d419186..2f9f730fdbf8330c81ea682fabac6bf9703f76e2 100644 --- a/landing/lenses/950160.json +++ b/landing/lenses/950160.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -52,10 +52,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -126,7 +126,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -158,7 +158,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -179,7 +179,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -211,7 +211,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", "status": "derived", @@ -232,7 +232,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2018", @@ -264,7 +264,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -539,13 +539,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2023", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2023", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -759,14 +759,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -886,10 +886,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -905,7 +905,7 @@ { "id": "price", "label": "가격 반응", - "score": -0.5, + "score": -0.25, "direction": "negative", "sourceRef": "price.score" } @@ -918,8 +918,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -938,8 +938,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -949,7 +949,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": -0.5 + "value": -0.25 } ], "evidence": [ @@ -958,7 +958,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1026,10 +1026,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1045,10 +1045,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1068,7 +1068,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1076,7 +1076,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950190.json b/landing/lenses/950190.json index 113ed0d59df6e04303565e68514dd843c3356176..f7dc7c1a92e1ed7c2db3908a6643658f3210faad 100644 --- a/landing/lenses/950190.json +++ b/landing/lenses/950190.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -129,7 +129,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -155,7 +155,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -176,7 +176,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -202,7 +202,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -223,7 +223,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -249,7 +249,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -270,7 +270,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -296,7 +296,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -581,13 +581,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -649,7 +649,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -668,7 +668,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -687,7 +687,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -706,7 +706,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -873,14 +873,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -1000,15 +1000,15 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { - "label": "가격 기대 과열 가능성", - "summary": "공시 이익 변화는 약한데 가격 반응은 강합니다. 기대의 근거와 다음 실적 확인이 필요합니다." + "label": "실적 악화 가격 반영", + "summary": "공시 이익 변화와 가격 반응이 함께 약합니다. 악화가 멈추는 반증 신호 전까지 보수적으로 해석합니다." }, "confidence": { "level": "high", @@ -1033,8 +1033,8 @@ { "id": "price", "label": "가격 반응", - "score": 0.5, - "direction": "positive", + "score": -0.25, + "direction": "negative", "sourceRef": "price.score" } ], @@ -1046,7 +1046,7 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1066,8 +1066,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1079,17 +1079,17 @@ "falsifierRefs": [ "classificationBreak" ], - "relation": "overOptimism" + "relation": "deteriorationPriced" }, { "id": "quant.priceReaction", "label": "가격 반응", "comparisonKey": "marketReaction", "basis": "marketBehavior", - "direction": "supportive", + "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1099,7 +1099,7 @@ "falsifierRefs": [ "classificationBreak" ], - "value": 0.5 + "value": -0.25 } ], "evidence": [ @@ -1124,7 +1124,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1158,7 +1158,7 @@ "falsifiers": [ { "id": "classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" + "condition": "이익 추세가 반전되고 가격이 중기 추세를 회복함" } ], "payload": { @@ -1167,7 +1167,7 @@ "expectation", "price" ], - "classification": "overOptimism" + "classification": "deteriorationPriced" } }, "macro": { @@ -1180,10 +1180,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1199,10 +1199,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1222,7 +1222,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1230,7 +1230,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1402,88 +1402,12 @@ "noComposite": true, "tensions": { "schemaVersion": 1, - "items": [ - { - "schemaVersion": 1, - "id": "fundamentalPriceDivergence:4698fa78fc53", - "target": "950190", - "patternId": "fundamentalPriceDivergence", - "kind": "divergence", - "status": "active", - "asOf": "2026-10-25", - "headline": { - "kr": "펀더멘털과 가격 반응이 갈립니다", - "en": "Fundamentals and price reaction diverge" - }, - "mechanism": { - "kr": "공시 기반 변화와 시장 가격이 서로 다른 방향을 가리킵니다.", - "en": "Filing-based change and market price point in opposite directions." - }, - "question": { - "kr": "가격이 놓친 변화인지, 숫자가 아직 반영하지 못한 위험인지 확인해야 합니다.", - "en": "Check whether price missed the change or the filings lag an emerging risk." - }, - "sides": [ - { - "engine": "quant", - "claimId": "quant.fundamental", - "label": "공시 이익 변화", - "comparisonKey": "fundamentalMomentum", - "basis": "marketBehavior", - "direction": "adverse", - "horizon": "latestPeriod", - "asOf": "2026-10-25", - "dataAsOf": "2025", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/earnings", - "evidenceRefs": [ - "quant.fundamental" - ], - "value": -0.49 - }, - { - "engine": "quant", - "claimId": "quant.priceReaction", - "label": "가격 반응", - "comparisonKey": "marketReaction", - "basis": "marketBehavior", - "direction": "supportive", - "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", - "period": "2025", - "status": "observed", - "sourceRef": "dartlab://quant/verdict", - "evidenceRefs": [ - "quant.price" - ], - "value": 0.5 - } - ], - "falsifiers": [ - { - "id": "quant.classificationBreak", - "condition": "실제 컨센서스 상향과 다음 실적 개선이 가격 강세를 뒷받침함" - } - ], - "gaps": [ - { - "id": "quant.quant.analystConsensus", - "status": "unsupported", - "reason": "현재 결과는 실제 애널리스트 컨센서스가 아니라 횡단면 이익 서프라이즈를 기대 프록시로 사용합니다.", - "sourceRef": "dartlab://gather/revenueConsensus" - } - ], - "algorithmVersion": "1", - "noComposite": true - } - ], + "items": [], "evaluations": [ { "patternId": "fundamentalPriceDivergence", - "status": "active", - "reason": "active" + "status": "clear", + "reason": "aligned" }, { "patternId": "earningsCashDivergence", diff --git a/landing/lenses/950200.json b/landing/lenses/950200.json index 244dae5cacdd4152e0cf5df0096413a007a0abb3..7e0537b564cd1d287d47994046c0fdc09f2a13ff 100644 --- a/landing/lenses/950200.json +++ b/landing/lenses/950200.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -516,13 +516,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -584,7 +584,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -603,7 +603,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -622,7 +622,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -641,7 +641,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "derived", @@ -808,14 +808,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -935,10 +935,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -981,7 +981,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1001,8 +1001,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/earnings", @@ -1023,8 +1023,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -1059,7 +1059,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1115,10 +1115,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1134,10 +1134,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1157,7 +1157,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1165,7 +1165,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -1345,7 +1345,7 @@ "patternId": "fundamentalPriceDivergence", "kind": "divergence", "status": "active", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "headline": { "kr": "펀더멘털과 가격 반응이 갈립니다", "en": "Fundamentals and price reaction diverge" @@ -1367,7 +1367,7 @@ "basis": "marketBehavior", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2025", "period": "2025", "status": "observed", @@ -1385,8 +1385,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", diff --git a/landing/lenses/950210.json b/landing/lenses/950210.json index 54d987c954db9256444a1ee0c0f1fb9d803ab432..f3da079727f5d249030d53e168269bccf39c14b2 100644 --- a/landing/lenses/950210.json +++ b/landing/lenses/950210.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -111,7 +111,7 @@ "basis": "companyFundamentals", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -137,7 +137,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -158,7 +158,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -184,7 +184,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", "status": "derived", @@ -437,13 +437,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2024", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2024", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -505,7 +505,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -524,7 +524,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -543,7 +543,7 @@ "basis": "creditNarrative", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -562,7 +562,7 @@ "basis": "creditNarrative", "direction": "supportive", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": "2024", "period": "2024", "status": "derived", @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -882,8 +882,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -902,8 +902,8 @@ "basis": "marketBehavior", "direction": "neutral", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -922,7 +922,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -990,10 +990,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1009,10 +1009,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1032,7 +1032,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1040,7 +1040,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950220.json b/landing/lenses/950220.json index 48fab1c72ebeda4dabde242ee0f504541d208428..020accd388269fed851a36981c9de68301dbb0c4 100644 --- a/landing/lenses/950220.json +++ b/landing/lenses/950220.json @@ -20,7 +20,7 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -46,10 +46,10 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -120,7 +120,7 @@ "basis": "companyFundamentals", "direction": "neutral", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -146,7 +146,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -167,7 +167,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "latestPeriod", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -193,7 +193,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", "status": "derived", @@ -214,7 +214,7 @@ "basis": "companyFundamentals", "direction": "adverse", "horizon": "multiYear", - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2026", "earliestPeriod": "2021", @@ -240,7 +240,7 @@ "representative": "2026" }, "mixedPeriods": false, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2026", "status": "derived", @@ -515,13 +515,13 @@ "version": "v4.0" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": "2025", - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -723,14 +723,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": "2026-04-14", "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -850,10 +850,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -889,8 +889,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -910,8 +910,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": "2025", "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -938,7 +938,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -1000,10 +1000,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-22", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-29", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "usable", "conclusion": { @@ -1019,10 +1019,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -1042,7 +1042,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -1050,7 +1050,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { diff --git a/landing/lenses/950260.json b/landing/lenses/950260.json index 57367a849cb01733bd11f773e0ea03c4a6bdad69..db70599cd9925760bc01afb049a2f3dda5f82de2 100644 --- a/landing/lenses/950260.json +++ b/landing/lenses/950260.json @@ -20,13 +20,13 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "latestPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -192,14 +192,14 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", + "asOf": "2026-11-02", "dataAsOf": { "mappingUpdatedAt": null, "financialPeriod": null, - "retrievedAt": "2026-10-25" + "retrievedAt": "2026-11-02" }, "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "blocked", "conclusion": { @@ -314,10 +314,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -346,8 +346,8 @@ "basis": "marketBehavior", "direction": "unknown", "horizon": "latestDecision", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "derived", "sourceRef": "dartlab://quant/verdict", @@ -366,8 +366,8 @@ "basis": "marketBehavior", "direction": "adverse", "horizon": "currentMarket", - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-11-02", "period": null, "status": "observed", "sourceRef": "dartlab://quant/verdict", @@ -386,7 +386,7 @@ "kind": "marketReaction", "sourceRef": "dartlab://quant/verdict", "status": "derived", - "observedAt": "2026-10-23", + "observedAt": "2026-11-02", "detail": "괴리 판정의 price 입력" } ], @@ -454,10 +454,10 @@ "version": "1" }, "time": { - "asOf": "2026-10-25", - "dataAsOf": "2026-10-23", + "asOf": "2026-11-02", + "dataAsOf": "2026-10-30", "period": null, - "knowledgeBoundary": "2026-10-25" + "knowledgeBoundary": "2026-11-02" }, "status": "partial", "conclusion": { @@ -473,10 +473,10 @@ { "id": "BAMLH0A0HYM2", "label": "미국 HY 스프레드", - "value": 3.4, + "value": 3.26, "unit": "%p", "signal": "rising", - "change": 0.1299999999999999, + "change": 0.11999999999999966, "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2" }, { @@ -500,10 +500,10 @@ { "id": "DCOILWTICO", "label": "WTI", - "value": 107.89, + "value": 103.37, "unit": "$", "signal": "falling", - "change": -2.1200000000000045, + "change": -1.8799999999999955, "sourceRef": "macro/fred/observations.parquet#DCOILWTICO" }, { @@ -518,10 +518,10 @@ { "id": "USDKRW", "label": "원/달러", - "value": 1324.6, + "value": 1334.3, "unit": "원", - "signal": "rising", - "change": 0.3999999999998636, + "signal": "falling", + "change": -2.5, "sourceRef": "macro/ecos/observations.parquet#USDKRW" } ], @@ -532,7 +532,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#BAMLH0A0HYM2", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "미국 HY 스프레드 최신 관측과 직전 변화" }, { @@ -540,7 +540,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#BASE_RATE", "status": "observed", - "observedAt": "2026-10-22", + "observedAt": "2026-10-29", "detail": "한국 기준금리 최신 관측과 직전 변화" }, { @@ -556,7 +556,7 @@ "kind": "macroObservation", "sourceRef": "macro/fred/observations.parquet#DCOILWTICO", "status": "observed", - "observedAt": "2026-10-20", + "observedAt": "2026-10-27", "detail": "WTI 최신 관측과 직전 변화" }, { @@ -572,7 +572,7 @@ "kind": "macroObservation", "sourceRef": "macro/ecos/observations.parquet#USDKRW", "status": "observed", - "observedAt": "2026-10-23", + "observedAt": "2026-10-30", "detail": "원/달러 최신 관측과 직전 변화" } ], diff --git a/landing/lenses/index.json b/landing/lenses/index.json index 900ce34b79c3cf12e80b2baae13bc73817d255c2..8065f6b48bf1aa7d0b50b8c3ac715b2d13d6c5c6 100644 --- a/landing/lenses/index.json +++ b/landing/lenses/index.json @@ -1,10 +1,10 @@ { "schemaVersion": 1, - "requested": 2871, - "covered": 2871, - "published": 2853, + "requested": 2876, + "covered": 2876, + "published": 2860, "coverageRate": 1.0, - "successRate": 0.9937, + "successRate": 0.9944, "shardCount": 24, "companies": [ { @@ -68,544 +68,539 @@ "path": "005090.json" }, { - "target": "005710", + "target": "005690", "productCount": 5, - "path": "005710.json" + "path": "005690.json" }, { - "target": "006200", + "target": "006140", "productCount": 5, - "path": "006200.json" + "path": "006140.json" }, { - "target": "006920", + "target": "006910", "productCount": 5, - "path": "006920.json" + "path": "006910.json" }, { - "target": "007700", + "target": "007690", "productCount": 5, - "path": "007700.json" + "path": "007690.json" }, { - "target": "008600", + "target": "008500", "productCount": 5, - "path": "008600.json" + "path": "008500.json" }, { - "target": "009310", + "target": "009290", "productCount": 5, - "path": "009310.json" + "path": "009290.json" }, { - "target": "009970", + "target": "0098T0", "productCount": 5, - "path": "009970.json" + "path": "0098T0.json" }, { - "target": "010780", + "target": "010690", "productCount": 5, - "path": "010780.json" + "path": "010690.json" }, { - "target": "011560", + "target": "011420", "productCount": 5, - "path": "011560.json" + "path": "011420.json" }, { - "target": "012610", + "target": "012580", "productCount": 5, - "path": "012610.json" + "path": "012580.json" }, { - "target": "013580", + "target": "013520", "productCount": 5, - "path": "013580.json" + "path": "013520.json" }, { - "target": "014910", + "target": "014820", "productCount": 5, - "path": "014910.json" + "path": "014820.json" }, { - "target": "016380", + "target": "016250", "productCount": 5, - "path": "016380.json" + "path": "016250.json" }, { - "target": "017550", + "target": "017480", "productCount": 5, - "path": "017550.json" + "path": "017480.json" }, { - "target": "019010", + "target": "018700", "productCount": 5, - "path": "019010.json" + "path": "018700.json" }, { - "target": "021080", + "target": "020760", "productCount": 5, - "path": "021080.json" + "path": "020760.json" }, { - "target": "023790", + "target": "023600", "productCount": 5, - "path": "023790.json" + "path": "023600.json" }, { - "target": "025000", + "target": "024910", "productCount": 5, - "path": "025000.json" + "path": "024910.json" }, { - "target": "027040", + "target": "026910", "productCount": 5, - "path": "027040.json" + "path": "026910.json" }, { - "target": "030350", + "target": "030190", "productCount": 5, - "path": "030350.json" + "path": "030190.json" }, { - "target": "032560", + "target": "032350", "productCount": 5, - "path": "032560.json" + "path": "032350.json" }, { - "target": "033240", + "target": "033180", "productCount": 5, - "path": "033240.json" + "path": "033180.json" }, { - "target": "034300", - "productCount": 4, - "path": "034300.json" + "target": "034120", + "productCount": 5, + "path": "034120.json" }, { - 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5, - "path": "446540.json" + "target": "456490", + "productCount": 4, + "path": "456490.json" }, { - "target": "452300", + "target": "462350", "productCount": 5, - "path": "452300.json" + "path": "462350.json" }, { - "target": "457630", + "target": "468670", "productCount": 4, - "path": "457630.json" - }, - { - "target": "462980", - "productCount": 5, - "path": "462980.json" + "path": "468670.json" }, { - "target": "469880", + "target": "475230", "productCount": 5, - "path": "469880.json" + "path": "475230.json" }, { - "target": "475460", + "target": "478560", "productCount": 5, - "path": "475460.json" + "path": "478560.json" }, { - "target": "488900", + "target": "487580", "productCount": 5, - "path": "488900.json" + "path": "487580.json" }, { - "target": "900270", + "target": "900110", "productCount": 5, - "path": "900270.json" + "path": "900110.json" } ], "failures": [ { - "target": "066110", - "error": "ConnectTimeout: timed out", - "path": "066110.json" + "target": "432320", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "432320.json" }, { - "target": "386380", - "error": "ConnectTimeout: timed out", - "path": "386380.json" + "target": "334890", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "334890.json" }, { - "target": "448730", + "target": "481850", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "448730.json" + "path": "481850.json" }, { "target": "0030R0", @@ -14295,9 +14330,14 @@ "path": "0030R0.json" }, { - "target": "950170", + "target": "448730", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "950170.json" + "path": "448730.json" + }, + { + "target": "004310", + "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", + "path": "004310.json" }, { "target": "338100", @@ -14305,9 +14345,9 @@ "path": "338100.json" }, { - "target": "004310", + "target": "950170", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "004310.json" + "path": "950170.json" }, { "target": "093380", @@ -14315,14 +14355,14 @@ "path": "093380.json" }, { - "target": "950250", + "target": "089890", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "950250.json" + "path": "089890.json" }, { - "target": "089890", + "target": "950250", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "089890.json" + "path": "950250.json" }, { "target": "357120", @@ -14334,11 +14374,6 @@ "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", "path": "417310.json" }, - { - "target": "451800", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "451800.json" - }, { "target": "365550", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", @@ -14350,19 +14385,9 @@ "path": "357250.json" }, { - "target": "432320", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "432320.json" - }, - { - "target": "334890", - "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "334890.json" - }, - { - "target": "481850", + "target": "451800", "error": "RuntimeError: 발행 가능한 lens product가 2개로 하한 3개보다 적습니다.", - "path": "481850.json" + "path": "451800.json" } ], "noComposite": true